Meritas Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-18,288
Closed -$1.32M 51
2023
Q3
$1.32M Buy
18,288
+132
+0.7% +$9.55K 1.01% 15
2023
Q2
$1.37M Sell
18,156
-215
-1% -$16.2K 1.03% 15
2023
Q1
$1.41M Buy
18,371
+10
+0.1% +$767 1.11% 13
2022
Q4
$1.36M Buy
+18,361
New +$1.36M 1.13% 13