ML
McAdam LLC’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 | $513K | Sell |
6,636
-587
| -8% | -$45.4K | 0.03% | 210 |
|
|
2025
Q1 | $553K | Buy |
7,223
+1,629
| +29% | +$125K | 0.03% | 178 |
|
|
2024
Q4 | $418K | Sell |
5,594
-317
| -5% | -$23.7K | 0.02% | 220 |
|
|
2024
Q3 | $463K | Buy |
5,911
+628
| +12% | +$49.2K | 0.03% | 206 |
|
|
2024
Q2 | $396K | Buy |
5,283
+1,110
| +27% | +$83.1K | 0.02% | 198 |
|
|
2024
Q1 | $315K | Buy |
+4,173
| New | +$315K | 0.02% | 219 |
|
|
2018
Q4 | – | Sell |
-147
| Closed | -$12K | – | 114 |
|
|
2018
Q3 | $12K | Hold |
147
| – | – | ﹤0.01% | 314 |
|
|
2018
Q2 | $12K | Sell |
147
-112
| -43% | -$9.14K | ﹤0.01% | 303 |
|
|
2018
Q1 | $21K | Buy |
+259
| New | +$21K | 0.01% | 232 |
|