MWA
Martel Wealth Advisors’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 | $258K | Buy |
3,342
+34
| +1% | +$2.63K | 0.05% | 61 |
|
|
2025
Q1 | $253K | Sell |
3,308
-109
| -3% | -$8.35K | 0.05% | 61 |
|
|
2024
Q4 | $255K | Sell |
3,417
-232
| -6% | -$17.3K | 0.05% | 61 |
|
|
2024
Q3 | $282K | Buy |
3,649
+307
| +9% | +$23.7K | 0.06% | 41 |
|
|
2024
Q2 | $250K | Buy |
3,342
+31
| +0.9% | +$2.32K | 0.05% | 44 |
|
|
2024
Q1 | $250K | Buy |
3,311
+19
| +0.6% | +$1.43K | 0.05% | 48 |
|
|
2023
Q4 | $251K | Sell |
3,292
-14
| -0.4% | -$1.07K | 0.06% | 49 |
|
|
2023
Q3 | $239K | Sell |
3,306
-1
| -0% | -$72 | 0.06% | 46 |
|
|
2023
Q2 | $249K | Buy |
3,307
+24
| +0.7% | +$1.81K | 0.06% | 46 |
|
|
2023
Q1 | $252K | Buy |
3,283
+15
| +0.5% | +$1.15K | 0.06% | 43 |
|
|
2022
Q4 | $243K | Buy |
3,268
+28
| +0.9% | +$2.08K | 0.07% | 45 |
|
|
2022
Q3 | $238K | Buy |
3,240
+19
| +0.6% | +$1.4K | 0.07% | 43 |
|
|
2022
Q2 | $250K | Buy |
3,221
+18
| +0.6% | +$1.4K | 0.07% | 45 |
|
|
2022
Q1 | $262K | Buy |
3,203
+10
| +0.3% | +$819 | 0.06% | 45 |
|
|
2021
Q4 | $280K | Buy |
3,193
+55
| +2% | +$4.82K | 0.07% | 43 |
|
|
2021
Q3 | $281K | Sell |
3,138
-224
| -7% | -$20K | 0.07% | 43 |
|
|
2021
Q2 | $302K | Sell |
3,362
-14
| -0.4% | -$1.26K | 0.08% | 43 |
|
|
2021
Q1 | $300K | Buy |
3,376
+11
| +0.3% | +$976 | 0.08% | 40 |
|
|
2020
Q4 | $312K | Buy |
3,365
+46
| +1% | +$4.27K | 0.09% | 40 |
|
|
2020
Q3 | $310K | Sell |
3,319
-36
| -1% | -$3.37K | 0.1% | 37 |
|
|
2020
Q2 | $313K | Sell |
3,355
-53
| -2% | -$4.94K | 0.11% | 36 |
|
|
2020
Q1 | $304K | Buy |
3,408
+15
| +0.4% | +$1.34K | 0.12% | 32 |
|
|
2019
Q4 | $296K | Buy |
3,393
+30
| +0.9% | +$2.62K | 0.1% | 35 |
|
|
2019
Q3 | $296K | Sell |
3,363
-33
| -1% | -$2.9K | 0.11% | 34 |
|
|
2019
Q2 | $294K | Sell |
3,396
-126
| -4% | -$10.9K | 0.11% | 34 |
|
|
2019
Q1 | $296K | Buy |
3,522
+18
| +0.5% | +$1.51K | 0.11% | 34 |
|
|
2018
Q4 | $285K | Sell |
3,504
-44
| -1% | -$3.58K | 0.12% | 34 |
|
|
2018
Q3 | $286K | Buy |
+3,548
| New | +$286K | 0.11% | 31 |
|