JWCA
J.W. Coons Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $284K | Hold |
3,671
| – | – | 0.06% | 209 |
|
2025
Q1 | $281K | Hold |
3,671
| – | – | 0.07% | 199 |
|
2024
Q4 | $274K | Hold |
3,671
| – | – | 0.07% | 202 |
|
2024
Q3 | $288K | Hold |
3,671
| – | – | 0.07% | 202 |
|
2024
Q2 | $275K | Hold |
3,671
| – | – | 0.07% | 202 |
|
2024
Q1 | $277K | Hold |
3,671
| – | – | 0.06% | 202 |
|
2023
Q4 | $280K | Buy |
+3,671
| New | +$280K | 0.08% | 196 |
|