Petix & Botte Financial’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
$478K Sell
2025
Q1
$484K Sell
2024
Q4
$603K Buy
2024
Q3
$627K Sell
2024
Q2
$621K Buy
2024
Q1
$409K Sell
2023
Q4
$903K Sell
2023
Q3
$879K Buy
2023
Q2
$912K Buy
2023
Q1
$587K Buy
2022
Q3
$526K Buy
2022
Q2
$553K Sell
2022
Q1
$1.19M Buy
2021
Q4
$638K Sell
2021
Q3
$1.85M Buy
2021
Q2
$1.08M Buy
2021
Q1
$1.07M Sell
2020
Q4
$1.15M Sell
2020
Q3
$1.28M Sell
2020
Q2
$1.33M Buy
2020
Q1
$1.34M Sell
2019
Q4
$1.51M Buy