LWM
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Lighthouse Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Lighthouse Wealth Management’s Portfolio BIV Stock Details BIV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.21M Sell
15,589
-450
-3% -$34.8K 1.04% 16
2025
Q1 		$1.23M Sell
16,039
-1,381
-8% -$106K 1.13% 15
2024
Q4 		$1.3M Buy
+17,420
New +$1.3M 1.19% 16