LWM
Liberty 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 | $330K | Buy |
4,270
+18
| +0.4% | +$1.39K | 0.05% | 163 |
|
|
2025
Q1 | $326K | Buy |
4,252
+199
| +5% | +$15.2K | 0.06% | 116 |
|
|
2024
Q4 | $303K | Buy |
4,053
+47
| +1% | +$3.51K | 0.05% | 161 |
|
|
2024
Q3 | $314K | Buy |
4,006
+171
| +4% | +$13.4K | 0.05% | 154 |
|
|
2024
Q2 | $287K | Buy |
3,835
+196
| +5% | +$14.7K | 0.05% | 164 |
|
|
2024
Q1 | $274K | Buy |
3,639
+3,633
| +60,550% | +$274K | 0.05% | 151 |
|
|
2023
Q4 | $261K | Sell |
6
-3,316
| -100% | -$144M | 0.06% | 140 |
|
|
2023
Q3 | $240K | Sell |
3,322
-108
| -3% | -$7.8K | 0.06% | 150 |
|
|
2023
Q2 | $258K | Buy |
3,430
+49
| +1% | +$3.69K | 0.06% | 155 |
|
|
2023
Q1 | $259K | Buy |
+3,381
| New | +$259K | 0.05% | 190 |
|
|
2022
Q3 | $249K | Buy |
3,396
+164
| +5% | +$12K | 0.07% | 127 |
|
|
2022
Q2 | $250K | Sell |
3,232
-77
| -2% | -$5.96K | 0.1% | 119 |
|
|
2022
Q1 | $264K | Buy |
+3,309
| New | +$264K | 0.1% | 119 |
|
|
2021
Q4 | – | Sell |
-4,377
| Closed | -$389K | – | 130 |
|
|
2021
Q3 | $389K | Buy |
4,377
+1,372
| +46% | +$122K | 0.14% | 94 |
|
|
2021
Q2 | $270K | Buy |
3,005
+1,282
| +74% | +$115K | 0.11% | 107 |
|
|
2021
Q1 | $158K | Hold |
1,723
| – | – | 0.08% | 132 |
|
|
2020
Q4 | $158K | Buy |
1,723
+140
| +9% | +$12.8K | 0.08% | 131 |
|
|
2020
Q3 | $148K | Buy |
1,583
+307
| +24% | +$28.7K | 0.09% | 119 |
|
|
2020
Q2 | $119K | Sell |
1,276
-105
| -8% | -$9.79K | 0.08% | 129 |
|
|
2020
Q1 | $123K | Sell |
1,381
-14
| -1% | -$1.25K | 0.11% | 122 |
|
|
2019
Q4 | $122K | Buy |
1,395
+27
| +2% | +$2.36K | 0.1% | 139 |
|
|
2019
Q3 | $120K | Sell |
1,368
-96
| -7% | -$8.42K | 0.11% | 129 |
|
|
2019
Q2 | $127K | Buy |
1,464
+47
| +3% | +$4.08K | 0.11% | 142 |
|
|
2019
Q1 | $118K | Sell |
1,417
-178
| -11% | -$14.8K | 0.09% | 122 |
|
|
2018
Q4 | $129K | Buy |
+1,595
| New | +$129K | 0.1% | 112 |
|