PWS
Physician Wealth Solutions’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 | $2.47M | Sell |
31,920
-3,251
| -9% | -$251K | 1.14% | 23 |
|
|
2025
Q1 | $2.69M | Sell |
35,171
-1,617
| -4% | -$124K | 1.35% | 21 |
|
|
2024
Q4 | $2.75M | Buy |
36,788
+134
| +0.4% | +$10K | 1.38% | 21 |
|
|
2024
Q3 | $2.79M | Sell |
36,654
-1,654
| -4% | -$126K | 1.39% | 21 |
|
|
2024
Q2 | $2.87M | Sell |
38,308
-115
| -0.3% | -$8.61K | 2.05% | 17 |
|
|
2024
Q1 | $2.9M | Sell |
38,423
-3,777
| -9% | -$285K | 2.43% | 15 |
|
|
2023
Q4 | $3.22M | Buy |
+42,200
| New | +$3.22M | 3.22% | 13 |
|