NWM
Northwest 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 | $614K | Buy |
7,933
+680
| +9% | +$52.6K | 0.11% | 92 |
|
|
2025
Q1 | $555K | Sell |
7,253
-81
| -1% | -$6.2K | 0.11% | 91 |
|
|
2024
Q4 | $548K | Sell |
7,334
-202
| -3% | -$15.1K | 0.12% | 93 |
|
|
2024
Q3 | $591K | Buy |
7,536
+75
| +1% | +$5.88K | 0.14% | 89 |
|
|
2024
Q2 | $559K | Sell |
7,461
-157
| -2% | -$11.8K | 0.14% | 89 |
|
|
2024
Q1 | $574K | Buy |
7,618
+346
| +5% | +$26.1K | 0.16% | 90 |
|
|
2023
Q4 | $555K | Sell |
7,272
-829
| -10% | -$63.3K | 0.17% | 86 |
|
|
2023
Q3 | $586K | Buy |
8,101
+6
| +0.1% | +$434 | 0.21% | 79 |
|
|
2023
Q2 | $609K | Sell |
8,095
-111
| -1% | -$8.35K | 0.22% | 79 |
|
|
2023
Q1 | $630K | Sell |
8,206
-112
| -1% | -$8.6K | 0.24% | 79 |
|
|
2022
Q4 | $618K | Sell |
8,318
-17
| -0.2% | -$1.26K | 0.26% | 77 |
|
|
2022
Q3 | $612K | Sell |
8,335
-9
| -0.1% | -$661 | 0.27% | 81 |
|
|
2022
Q2 | $648K | Sell |
8,344
-1,025
| -11% | -$79.6K | 0.28% | 83 |
|
|
2022
Q1 | $767K | Sell |
9,369
-1,306
| -12% | -$107K | 0.38% | 67 |
|
|
2021
Q4 | $935K | Buy |
10,675
+816
| +8% | +$71.5K | 0.43% | 56 |
|
|
2021
Q3 | $882K | Sell |
9,859
-2,432
| -20% | -$218K | 0.44% | 53 |
|
|
2021
Q2 | $1.11M | Buy |
12,291
+739
| +6% | +$66.5K | 0.59% | 47 |
|
|
2021
Q1 | $1.03M | Buy |
11,552
+1,868
| +19% | +$166K | 0.64% | 43 |
|
|
2020
Q4 | $899K | Buy |
9,684
+754
| +8% | +$70K | 0.62% | 44 |
|
|
2020
Q3 | $835K | Buy |
8,930
+299
| +3% | +$28K | 0.69% | 43 |
|
|
2020
Q2 | $804K | Buy |
8,631
+1,123
| +15% | +$105K | 0.7% | 43 |
|
|
2020
Q1 | $671K | Buy |
7,508
+31
| +0.4% | +$2.77K | 0.68% | 41 |
|
|
2019
Q4 | $652K | Buy |
7,477
+886
| +13% | +$77.3K | 0.6% | 48 |
|
|
2019
Q3 | $580K | Buy |
6,591
+3
| +0% | +$264 | 0.48% | 59 |
|
|
2019
Q2 | $570K | Buy |
6,588
+53
| +0.8% | +$4.59K | 0.46% | 58 |
|
|
2019
Q1 | $548K | Hold |
6,535
| – | – | 0.41% | 57 |
|
|
2018
Q4 | $531K | Sell |
6,535
-62
| -0.9% | -$5.04K | 0.45% | 56 |
|
|
2018
Q3 | $531K | Sell |
6,597
-1,857
| -22% | -$149K | 0.4% | 61 |
|
|
2018
Q2 | $685K | Sell |
8,454
-2,506
| -23% | -$203K | 0.51% | 50 |
|
|
2018
Q1 | $896K | Sell |
10,960
-6,276
| -36% | -$513K | 0.67% | 39 |
|
|
2017
Q4 | $1.45M | Sell |
17,236
-4,372
| -20% | -$367K | 1.18% | 26 |
|
|
2017
Q3 | $1.83M | Buy |
21,608
+2,051
| +10% | +$174K | 2.56% | 11 |
|
|
2017
Q2 | $1.65M | Sell |
19,557
-206
| -1% | -$17.4K | 1.51% | 19 |
|
|
2017
Q1 | $1.65M | Sell |
19,763
-3,165
| -14% | -$265K | 1.53% | 19 |
|
|
2016
Q4 | $1.91M | Buy |
+22,928
| New | +$1.91M | 1.94% | 17 |
|