JFS Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.42M | Buy |
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|
2025
Q2 | $2.14M | Hold |
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2025
Q1 | $2.12M | Buy |
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|
2024
Q4 | $1.61M | Buy |
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|
2024
Q3 | $1.25M | Buy |
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|
2024
Q2 | $58.3K | Hold |
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|
2024
Q1 | $58.7K | Hold |
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|
2023
Q4 | $59.4K | Hold |
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|
2023
Q3 | $56.3K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $2K | Buy |
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