Mogy Joel R Investment Counsel’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $461K | Hold |
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|
2025
Q2 | $456K | Hold |
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|
2025
Q1 | $452K | Hold |
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|
2024
Q4 | $441K | Hold |
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|
2024
Q3 | $462K | Hold |
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|
2024
Q2 | $442K | Hold |
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|
2024
Q1 | $445K | Hold |
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|
2023
Q4 | $451K | Sell |
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|
2023
Q3 | $497K | Hold |
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|
2023
Q2 | $517K | Hold |
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|
2023
Q1 | $528K | Buy |
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