Martel Wealth Advisors’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
Q3 | – | Sell |
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|
2025
Q2 | $258K | Buy |
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|
2025
Q1 | $253K | Sell |
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|
2024
Q4 | $255K | Sell |
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|
2024
Q3 | $282K | Buy |
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|
2024
Q2 | $250K | Buy |
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|
2024
Q1 | $250K | Buy |
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|
2023
Q4 | $251K | Sell |
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|
2023
Q3 | $239K | Sell |
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|
2023
Q2 | $249K | Buy |
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|
2023
Q1 | $252K | Buy |
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|
2022
Q4 | $243K | Buy |
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|
2022
Q3 | $238K | Buy |
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|
2022
Q2 | $250K | Buy |
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|
2022
Q1 | $262K | Buy |
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|
2021
Q4 | $280K | Buy |
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|
2021
Q3 | $281K | Sell |
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|
2021
Q2 | $302K | Sell |
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|
2021
Q1 | $300K | Buy |
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|
2020
Q4 | $312K | Buy |
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|
2020
Q3 | $310K | Sell |
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|
2020
Q2 | $313K | Sell |
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|
2020
Q1 | $304K | Buy |
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|
2019
Q4 | $296K | Buy |
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|
2019
Q3 | $296K | Sell |
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|
2019
Q2 | $294K | Sell |
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|
2019
Q1 | $296K | Buy |
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|
2018
Q4 | $285K | Sell |
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|
2018
Q3 | $286K | Buy |
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