Level Financial 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
$2.05M Buy
2025
Q2
$1.79M Buy
2025
Q1
$1.42M Sell
2024
Q4
$1.49M Buy
2024
Q3
$983K Buy
2024
Q2
$554K Buy
2024
Q1
$263K Buy
2023
Q4
$203K Buy
2023
Q3
$184K Buy
2023
Q2
$189K Buy
2023
Q1
$192K Sell
2022
Q4
$198K Buy
2022
Q3
$182K Sell
2022
Q2
$236K Buy
2022
Q1
$190K Buy
2021
Q4
$151K Buy