MIA
Milestone Investment 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 | $5.87M | Buy |
75,877
+4,854
| +7% | +$375K | 1.53% | 22 |
|
|
2025
Q1 | $5.44M | Buy |
71,023
+612
| +0.9% | +$46.9K | 1.51% | 22 |
|
|
2024
Q4 | $5.26M | Buy |
70,411
+15,518
| +28% | +$1.16M | 1.43% | 21 |
|
|
2024
Q3 | $4.3M | Buy |
54,893
+16,137
| +42% | +$1.26M | 1.2% | 25 |
|
|
2024
Q2 | $2.9M | Buy |
38,756
+8,806
| +29% | +$659K | 0.77% | 36 |
|
|
2024
Q1 | $2.26M | Sell |
29,950
-90
| -0.3% | -$6.79K | 0.61% | 36 |
|
|
2023
Q4 | $2.29M | Buy |
30,040
+29,730
| +9,590% | +$2.27M | 0.67% | 33 |
|
|
2023
Q3 | $22.4K | Buy |
310
+1
| +0.3% | +$72 | 0.01% | 250 |
|
|
2023
Q2 | $23.2K | Sell |
309
-233
| -43% | -$17.5K | 0.01% | 96 |
|
|
2023
Q1 | $41.6K | Buy |
542
+452
| +502% | +$34.7K | 0.01% | 218 |
|
|
2022
Q4 | $6.69K | Buy |
+90
| New | +$6.69K | ﹤0.01% | 108 |
|