MMPW
Mitchell McLeod Pugh & Williams’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 | $6.75M | Buy |
87,257
+24,118
| +38% | +$1.87M | 1.26% | 14 |
|
|
2025
Q1 | $4.83M | Buy |
63,139
+5,458
| +9% | +$418K | 1% | 17 |
|
|
2024
Q4 | $4.31M | Buy |
57,681
+20,489
| +55% | +$1.53M | 0.9% | 21 |
|
|
2024
Q3 | $2.91M | Buy |
37,192
+5,337
| +17% | +$418K | 0.61% | 34 |
|
|
2024
Q2 | $2.39M | Buy |
31,855
+3,197
| +11% | +$239K | 0.54% | 38 |
|
|
2024
Q1 | $2.16M | Buy |
28,658
+5,997
| +26% | +$452K | 0.52% | 45 |
|
|
2023
Q4 | $1.73M | Buy |
22,661
+2,317
| +11% | +$177K | 0.46% | 50 |
|
|
2023
Q3 | $1.47M | Sell |
20,344
-8,711
| -30% | -$630K | 0.43% | 55 |
|
|
2023
Q2 | $2.19M | Sell |
29,055
-431
| -1% | -$32.4K | 0.63% | 34 |
|
|
2023
Q1 | $2.26M | Buy |
+29,486
| New | +$2.26M | 0.7% | 32 |
|
|
2022
Q4 | – | Sell |
-5,650
| Closed | -$415K | – | 249 |
|
|
2022
Q3 | $415K | Buy |
+5,650
| New | +$415K | 0.16% | 146 |
|