Keudell/Morrison Wealth Management’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
Q2 | $455K | Sell |
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|
2025
Q1 | $734K | Sell |
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|
2024
Q4 | $13.7M | Sell |
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|
2024
Q3 | $17.9M | Sell |
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|
2024
Q2 | $19.7M | Sell |
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|
2024
Q1 | $27.5M | Sell |
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|
2023
Q4 | $34.3M | Sell |
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|
2023
Q3 | $33.9M | Sell |
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|
2023
Q2 | $35.4M | Buy |
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|
2023
Q1 | $34.7M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $25.3M | Buy |
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|
2022
Q2 | $25.6M | Buy |
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|
2022
Q1 | $17.6M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $243K | Sell |
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|
2020
Q4 | $333K | Sell |
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|
2020
Q3 | $19.9M | Buy |
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