Marcum Wealth’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
Q1 | $618K | Buy |
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|
2024
Q4 | $569K | Sell |
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|
2024
Q3 | $622K | Sell |
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|
2024
Q2 | $631K | Buy |
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|
2024
Q1 | $615K | Sell |
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|
2023
Q4 | $642K | Sell |
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|
2023
Q3 | $713K | Sell |
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|
2023
Q2 | $743K | Sell |
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|
2023
Q1 | $788K | Sell |
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|
2022
Q4 | $803K | Sell |
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|
2022
Q3 | $970K | Sell |
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|
2022
Q2 | $1.1M | Sell |
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|
2022
Q1 | $1.17M | Buy |
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|
2021
Q4 | $1.24M | Buy |
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|
2021
Q3 | $1.26M | Sell |
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|
2021
Q2 | $1.28M | Sell |
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|
2021
Q1 | $1.3M | Buy |
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|
2020
Q4 | $1.24M | Sell |
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|
2020
Q3 | $1.33M | Sell |
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|
2020
Q2 | $1.6M | Buy |
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|
2020
Q1 | $1.35M | Buy |
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|
2019
Q4 | $1.19M | Buy |
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