OWA
One 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 | $683K | Buy |
8,826
+754
| +9% | +$58.3K | 0.09% | 124 |
|
|
2025
Q1 | $618K | Sell |
8,072
-526
| -6% | -$40.3K | 0.09% | 129 |
|
|
2024
Q4 | $643K | Buy |
8,598
+910
| +12% | +$68K | 0.1% | 106 |
|
|
2024
Q3 | $603K | Buy |
+7,688
| New | +$603K | 0.09% | 115 |
|
|
2024
Q2 | – | Sell |
-7,880
| Closed | -$594K | – | 235 |
|
|
2024
Q1 | $594K | Sell |
7,880
-5,020
| -39% | -$379K | 0.1% | 113 |
|
|
2023
Q4 | $985K | Buy |
12,900
+8,805
| +215% | +$673K | 0.19% | 71 |
|
|
2023
Q3 | $296K | Sell |
4,095
-6,053
| -60% | -$438K | 0.07% | 140 |
|
|
2023
Q2 | $763K | Buy |
10,148
+1,709
| +20% | +$129K | 0.16% | 77 |
|
|
2023
Q1 | $648K | Buy |
8,439
+298
| +4% | +$22.9K | 0.15% | 80 |
|
|
2022
Q4 | $605K | Buy |
+8,141
| New | +$605K | 0.14% | 85 |
|
|
2022
Q2 | – | Sell |
-9,410
| Closed | -$771K | – | 190 |
|
|
2022
Q1 | $771K | Buy |
+9,410
| New | +$771K | 0.19% | 67 |
|