PWM
PBMares Wealth Management’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 | $676K | Sell |
8,746
-2,419
| -22% | -$187K | 0.12% | 90 |
|
|
2025
Q1 | $855K | Sell |
11,165
-42
| -0.4% | -$3.22K | 0.17% | 75 |
|
|
2024
Q4 | $837K | Buy |
11,207
+462
| +4% | +$34.5K | 0.17% | 79 |
|
|
2024
Q3 | $842K | Buy |
10,745
+54
| +0.5% | +$4.23K | 0.18% | 78 |
|
|
2024
Q2 | $801K | Sell |
10,691
-11
| -0.1% | -$824 | 0.2% | 80 |
|
|
2024
Q1 | $807K | Sell |
10,702
-53
| -0.5% | -$4K | 0.21% | 79 |
|
|
2023
Q4 | $821K | Sell |
10,755
-402
| -4% | -$30.7K | 0.25% | 67 |
|
|
2023
Q3 | $807K | Hold |
11,157
| – | – | 0.29% | 63 |
|
|
2023
Q2 | $839K | Sell |
11,157
-238
| -2% | -$17.9K | 0.3% | 62 |
|
|
2023
Q1 | $874K | Sell |
11,395
-349
| -3% | -$26.8K | 0.33% | 61 |
|
|
2022
Q4 | $873K | Hold |
11,744
| – | – | 0.35% | 54 |
|
|
2022
Q3 | $863K | Buy |
11,744
+1,551
| +15% | +$114K | 0.38% | 51 |
|
|
2022
Q2 | $791K | Sell |
10,193
-3,940
| -28% | -$306K | 0.34% | 55 |
|
|
2022
Q1 | $1.16M | Buy |
14,133
+331
| +2% | +$27.1K | 0.71% | 35 |
|
|
2021
Q4 | $1.21M | Sell |
13,802
-96
| -0.7% | -$8.41K | 0.51% | 38 |
|
|
2021
Q3 | $1.24M | Hold |
13,898
| – | – | 0.59% | 30 |
|
|
2021
Q2 | $1.25M | Sell |
13,898
-40
| -0.3% | -$3.6K | 0.68% | 30 |
|
|
2021
Q1 | $1.24M | Hold |
13,938
| – | – | 1.01% | 26 |
|
|
2020
Q4 | $1.29M | Sell |
13,938
-795
| -5% | -$73.8K | 1.49% | 13 |
|
|
2020
Q3 | $1.38M | Sell |
14,733
-3,865
| -21% | -$361K | 2.02% | 9 |
|
|
2020
Q2 | $1.73M | Sell |
18,598
-12
| -0.1% | -$1.12K | 2.61% | 4 |
|
|
2020
Q1 | $1.66M | Buy |
18,610
+2,591
| +16% | +$231K | 2.62% | 5 |
|
|
2019
Q4 | $1.4M | Buy |
+16,019
| New | +$1.4M | 1.66% | 12 |
|