MWM
Modera Wealth 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 | $36M | Sell |
465,099
-9,567
| -2% | -$740K | 0.45% | 51 |
|
|
2025
Q1 | $36.3M | Sell |
474,666
-14,316
| -3% | -$1.1M | 0.49% | 48 |
|
|
2024
Q4 | $36.5M | Sell |
488,982
-1,409
| -0.3% | -$105K | 0.44% | 51 |
|
|
2024
Q3 | $38.4M | Buy |
490,391
+2,008
| +0.4% | +$157K | 0.49% | 47 |
|
|
2024
Q2 | $36.6M | Buy |
488,383
+103,461
| +27% | +$7.75M | 0.54% | 48 |
|
|
2024
Q1 | $29M | Buy |
384,922
+15,845
| +4% | +$1.19M | 0.44% | 57 |
|
|
2023
Q4 | $28.2M | Sell |
369,077
-37,068
| -9% | -$2.83M | 0.47% | 56 |
|
|
2023
Q3 | $29.4M | Buy |
406,145
+1,391
| +0.3% | +$101K | 0.55% | 52 |
|
|
2023
Q2 | $30.4M | Buy |
404,754
+20,263
| +5% | +$1.52M | 0.55% | 52 |
|
|
2023
Q1 | $29.5M | Sell |
384,491
-1,929
| -0.5% | -$148K | 1.14% | 27 |
|
|
2022
Q4 | $28.7M | Sell |
386,420
-9,088
| -2% | -$675K | 1.17% | 26 |
|
|
2022
Q3 | $29.1M | Sell |
395,508
-1,961
| -0.5% | -$144K | 1.47% | 21 |
|
|
2022
Q2 | $30.9M | Buy |
397,469
+7,984
| +2% | +$620K | 1.47% | 19 |
|
|
2022
Q1 | $31.9M | Buy |
389,485
+6,395
| +2% | +$524K | 1.41% | 21 |
|
|
2021
Q4 | $33.6M | Buy |
383,090
+19,776
| +5% | +$1.73M | 1.28% | 20 |
|
|
2021
Q3 | $32.5M | Buy |
363,314
+17,341
| +5% | +$1.55M | 1.67% | 17 |
|
|
2021
Q2 | $31.1M | Buy |
345,973
+23,895
| +7% | +$2.15M | 1.68% | 17 |
|
|
2021
Q1 | $28.6M | Buy |
322,078
+11,943
| +4% | +$1.06M | 1.86% | 14 |
|
|
2020
Q4 | $28.8M | Buy |
+310,135
| New | +$28.8M | 2.28% | 13 |
|