LWM
LongView 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 | $448K | Sell |
5,797
-804
| -12% | -$62.2K | 0.14% | 129 |
|
|
2025
Q1 | $505K | Sell |
6,601
-412
| -6% | -$31.5K | 0.15% | 115 |
|
|
2024
Q4 | $524K | Buy |
7,013
+1,183
| +20% | +$88.4K | 0.16% | 114 |
|
|
2024
Q3 | $457K | Sell |
5,830
-128
| -2% | -$10K | 0.15% | 117 |
|
|
2024
Q2 | $446K | Buy |
5,958
+27
| +0.5% | +$2.02K | 0.16% | 108 |
|
|
2024
Q1 | $447K | Buy |
5,931
+1,441
| +32% | +$109K | 0.18% | 111 |
|
|
2023
Q4 | $340K | Buy |
+4,490
| New | +$340K | 0.15% | 129 |
|