KMWM
Keudell/Morrison Wealth Management’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 | $455K | Sell |
5,888
-3,698
| -39% | -$286K | 0.1% | 127 |
|
|
2025
Q1 | $734K | Sell |
9,586
-173,546
| -95% | -$13.3M | 0.17% | 82 |
|
|
2024
Q4 | $13.7M | Sell |
183,132
-45,473
| -20% | -$3.4M | 3.57% | 8 |
|
|
2024
Q3 | $17.9M | Sell |
228,605
-33,813
| -13% | -$2.65M | 4.86% | 4 |
|
|
2024
Q2 | $19.7M | Sell |
262,418
-102,907
| -28% | -$7.71M | 5.75% | 1 |
|
|
2024
Q1 | $27.5M | Sell |
365,325
-84,063
| -19% | -$6.34M | 8.34% | 1 |
|
|
2023
Q4 | $34.3M | Sell |
449,388
-18,890
| -4% | -$1.44M | 11.33% | 1 |
|
|
2023
Q3 | $33.9M | Sell |
468,278
-1,723
| -0.4% | -$125K | 10.32% | 2 |
|
|
2023
Q2 | $35.4M | Buy |
470,001
+17,849
| +4% | +$1.34M | 10.19% | 2 |
|
|
2023
Q1 | $34.7M | Buy |
+452,152
| New | +$34.7M | 10.22% | 2 |
|
|
2022
Q4 | – | Sell |
-344,882
| Closed | -$25.3M | – | 188 |
|
|
2022
Q3 | $25.3M | Buy |
344,882
+14,574
| +4% | +$1.07M | 9.48% | 3 |
|
|
2022
Q2 | $25.6M | Buy |
330,308
+114,800
| +53% | +$8.91M | 9.32% | 2 |
|
|
2022
Q1 | $17.7M | Buy |
+215,508
| New | +$17.7M | 7.38% | 2 |
|
|
2021
Q2 | – | Sell |
-2,744
| Closed | -$243K | – | 167 |
|
|
2021
Q1 | $243K | Sell |
2,744
-845
| -24% | -$74.8K | 0.14% | 147 |
|
|
2020
Q4 | $333K | Sell |
3,589
-209,706
| -98% | -$19.5M | 0.21% | 116 |
|
|
2020
Q3 | $19.9M | Buy |
+213,295
| New | +$19.9M | 12.81% | 1 |
|