PBMares Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $676K | Sell |
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|
2025
Q1 | $855K | Sell |
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|
2024
Q4 | $837K | Buy |
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|
2024
Q3 | $842K | Buy |
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|
2024
Q2 | $801K | Sell |
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|
2024
Q1 | $807K | Sell |
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|
2023
Q4 | $821K | Sell |
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|
2023
Q3 | $807K | Hold |
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|
2023
Q2 | $839K | Sell |
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|
2023
Q1 | $874K | Sell |
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|
2022
Q4 | $873K | Hold |
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|
2022
Q3 | $863K | Buy |
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|
2022
Q2 | $791K | Sell |
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|
2022
Q1 | $1.16M | Buy |
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|
2021
Q4 | $1.21M | Sell |
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|
2021
Q3 | $1.24M | Hold |
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|
2021
Q2 | $1.25M | Sell |
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|
2021
Q1 | $1.24M | Hold |
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|
2020
Q4 | $1.29M | Sell |
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|
2020
Q3 | $1.38M | Sell |
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|
2020
Q2 | $1.73M | Sell |
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|
2020
Q1 | $1.66M | Buy |
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|
2019
Q4 | $1.4M | Buy |
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