LGT 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 | $25.2K | Hold |
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2025
Q2 | $25K | Hold |
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2025
Q1 | $24.7K | Hold |
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|
2024
Q4 | $24.1K | Sell |
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|
2024
Q3 | $60.4K | Sell |
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|
2024
Q2 | $137K | Sell |
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|
2024
Q1 | $160K | Sell |
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|
2023
Q4 | $164K | Sell |
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|
2023
Q3 | $161K | Sell |
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|
2023
Q2 | $216K | Sell |
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|
2023
Q1 | $295K | Sell |
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|
2022
Q4 | $631K | Buy |
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