OHWA
Oak Hill Wealth Advisors’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 | $4.61M | Buy |
60,324
+4,990
| +9% | +$381K | 0.96% | 23 |
|
|
2025
Q1 | $4.24M | Buy |
55,334
+5,468
| +11% | +$419K | 0.98% | 23 |
|
|
2024
Q4 | $3.73M | Buy |
+49,866
| New | +$3.73M | 0.89% | 23 |
|
|
2024
Q3 | – | Sell |
-3,085
| Closed | -$231K | – | 18 |
|
|
2024
Q2 | $231K | Buy |
+3,085
| New | +$231K | 0.07% | 101 |
|