OWA
Outlook 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 | $800K | Hold |
10,343
| – | – | 0.21% | 96 |
|
|
2025
Q1 | $792K | Sell |
10,343
-488
| -5% | -$37.4K | 0.22% | 90 |
|
|
2024
Q4 | $809K | Buy |
10,831
+161
| +2% | +$12K | 0.23% | 89 |
|
|
2024
Q3 | $836K | Sell |
10,670
-8,803
| -45% | -$690K | 0.24% | 81 |
|
|
2024
Q2 | $617K | Hold |
19,473
| – | – | 0.19% | 109 |
|
|
2024
Q1 | $1.47M | Buy |
19,473
+2,147
| +12% | +$162K | 0.45% | 45 |
|
|
2023
Q4 | $1.32M | Sell |
17,326
-8,630
| -33% | -$659K | 0.46% | 47 |
|
|
2023
Q3 | $1.88M | Sell |
25,956
-5,913
| -19% | -$428K | 0.72% | 32 |
|
|
2023
Q2 | $2.4M | Sell |
31,869
-4,181
| -12% | -$315K | 0.91% | 27 |
|
|
2023
Q1 | $2.77M | Buy |
+36,050
| New | +$2.77M | 1.23% | 20 |
|
|
2022
Q2 | – | Sell |
-8,473
| Closed | -$694K | – | 189 |
|
|
2022
Q1 | $694K | Buy |
8,473
+186
| +2% | +$15.2K | 0.23% | 107 |
|
|
2021
Q4 | $726K | Sell |
8,287
-5,026
| -38% | -$440K | 0.21% | 106 |
|
|
2021
Q3 | $1.19M | Sell |
13,313
-317
| -2% | -$28.4K | 0.39% | 63 |
|
|
2021
Q2 | $1.23M | Buy |
13,630
+549
| +4% | +$49.4K | 0.39% | 65 |
|
|
2021
Q1 | $1.16M | Sell |
13,081
-18,568
| -59% | -$1.65M | 0.4% | 63 |
|
|
2020
Q4 | $2.94M | Buy |
31,649
+8,179
| +35% | +$760K | 1.07% | 22 |
|
|
2020
Q3 | $2.19M | Sell |
23,470
-529
| -2% | -$49.5K | 0.87% | 24 |
|
|
2020
Q2 | $2.24M | Buy |
23,999
+7,217
| +43% | +$672K | 0.95% | 24 |
|
|
2020
Q1 | $1.5M | Buy |
+16,782
| New | +$1.5M | 0.85% | 30 |
|