MAWCM
Mine & Arao Wealth Creation & Management’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 | $273K | Buy |
3,531
+10
| +0.3% | +$773 | 0.12% | 67 |
|
|
2025
Q1 | $270K | Sell |
3,521
-94
| -3% | -$7.2K | 0.13% | 64 |
|
|
2024
Q4 | $270K | Sell |
3,615
-955
| -21% | -$71.4K | 0.12% | 64 |
|
|
2024
Q3 | $358K | Sell |
4,570
-189
| -4% | -$14.8K | 0.17% | 58 |
|
|
2024
Q2 | $356K | Sell |
4,759
-140
| -3% | -$10.5K | 0.17% | 56 |
|
|
2024
Q1 | $369K | Buy |
4,899
+7
| +0.1% | +$528 | 0.18% | 55 |
|
|
2023
Q4 | $374K | Sell |
4,892
-162
| -3% | -$12.4K | 0.2% | 51 |
|
|
2023
Q3 | $365K | Buy |
5,054
+9
| +0.2% | +$651 | 0.22% | 49 |
|
|
2023
Q2 | $380K | Sell |
5,045
-42
| -0.8% | -$3.16K | 0.22% | 50 |
|
|
2023
Q1 | $390K | Sell |
5,087
-95
| -2% | -$7.29K | 0.25% | 49 |
|
|
2022
Q4 | $385K | Sell |
5,182
-771
| -13% | -$57.3K | 0.29% | 48 |
|
|
2022
Q3 | $437K | Buy |
5,953
+107
| +2% | +$7.86K | 0.32% | 39 |
|
|
2022
Q2 | $454K | Buy |
5,846
+9
| +0.2% | +$699 | 0.32% | 41 |
|
|
2022
Q1 | $478K | Buy |
5,837
+4
| +0.1% | +$328 | 0.28% | 47 |
|
|
2021
Q4 | $511K | Buy |
5,833
+527
| +10% | +$46.2K | 0.28% | 44 |
|
|
2021
Q3 | $475K | Buy |
5,306
+7
| +0.1% | +$627 | 0.28% | 43 |
|
|
2021
Q2 | $477K | Buy |
5,299
+12
| +0.2% | +$1.08K | 0.29% | 44 |
|
|
2021
Q1 | $469K | Buy |
5,287
+5
| +0.1% | +$444 | 0.31% | 44 |
|
|
2020
Q4 | $490K | Buy |
5,282
+20
| +0.4% | +$1.86K | 0.35% | 39 |
|
|
2020
Q3 | $492K | Buy |
5,262
+8
| +0.2% | +$748 | 0.4% | 35 |
|
|
2020
Q2 | $490K | Sell |
5,254
-91
| -2% | -$8.49K | 0.46% | 32 |
|
|
2020
Q1 | $477K | Buy |
5,345
+7
| +0.1% | +$625 | 0.55% | 29 |
|
|
2019
Q4 | $466K | Buy |
+5,338
| New | +$466K | 0.44% | 35 |
|