Montag & Associates’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
Q2 | $29.3K | Hold |
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|
2025
Q1 | $29K | Hold |
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|
2024
Q4 | $28.3K | Buy |
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|
2024
Q3 | $13.9K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $3.01K | Hold |
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|
2023
Q1 | $3.07K | Hold |
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|
2022
Q4 | $2.97K | Hold |
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|
2022
Q3 | $3K | Hold |
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|
2022
Q2 | $3K | Hold |
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|
2022
Q1 | $3K | Hold |
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|
2021
Q4 | $4K | Hold |
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|
2021
Q3 | $4K | Hold |
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|
2021
Q2 | $4K | Hold |
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|
2021
Q1 | $4K | Buy |
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