O3W
Omni 360 Wealth’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 | $276K | Sell |
3,564
-182
| -5% | -$14.1K | 0.14% | 148 |
|
|
2025
Q1 | $287K | Buy |
3,746
+722
| +24% | +$55.3K | 0.17% | 111 |
|
|
2024
Q4 | $226K | Sell |
3,024
-252
| -8% | -$18.8K | 0.14% | 115 |
|
|
2024
Q3 | $257K | Sell |
3,276
-735
| -18% | -$57.6K | 0.17% | 107 |
|
|
2024
Q2 | $300K | Sell |
4,011
-354
| -8% | -$26.5K | 0.22% | 92 |
|
|
2024
Q1 | $329K | Sell |
4,365
-495
| -10% | -$37.3K | 0.27% | 78 |
|
|
2023
Q4 | $371K | Buy |
+4,860
| New | +$371K | 0.35% | 66 |
|