Montz Harcus Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Buy |
4,634
+7
| +0.2% | +$541 | 0.17% | 50 |
|
|
2025
Q1 | $354K | Buy |
4,627
+199
| +4% | +$15.2K | 0.19% | 48 |
|
|
2024
Q4 | $331K | Sell |
4,428
-323
| -7% | -$24.1K | 0.19% | 49 |
|
|
2024
Q3 | $372K | Buy |
4,751
+418
| +10% | +$32.8K | 0.22% | 46 |
|
|
2024
Q2 | $325K | Buy |
4,333
+115
| +3% | +$8.61K | 0.21% | 45 |
|
|
2024
Q1 | $318K | Buy |
+4,218
| New | +$318K | 0.22% | 43 |
|