LWMI
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Legacy Wealth Management (Idaho)’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
$93.3K Sell
1,206
-82
-6% -$6.34K 0.05% 111
2025
Q1
$98.6K Sell
1,288
-349
-21% -$26.7K 0.07% 98
2024
Q4
$123K Buy
1,637
+52
+3% +$3.91K 0.08% 79
2024
Q3
$119K Buy
+1,585
New +$119K 0.07% 75