PRWA
Platte River 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $10.2M | Buy |
129,547
+9,611
| +8% | +$753K | 2.72% | 8 |
|
|
2024
Q2 | $8.98M | Buy |
119,936
+3,316
| +3% | +$248K | 2.52% | 11 |
|
|
2024
Q1 | $8.79M | Buy |
116,620
+22,410
| +24% | +$1.69M | 2.51% | 11 |
|
|
2023
Q4 | $7.2M | Buy |
94,210
+20,468
| +28% | +$1.56M | 2.38% | 11 |
|
|
2023
Q3 | $5.33M | Buy |
73,742
+332
| +0.5% | +$24K | 1.95% | 18 |
|
|
2023
Q2 | $5.52M | Buy |
73,410
+6,437
| +10% | +$484K | 1.94% | 19 |
|
|
2023
Q1 | $5.14M | Buy |
66,973
+5,041
| +8% | +$387K | 1.97% | 17 |
|
|
2022
Q4 | $4.6M | Sell |
61,932
-2,017
| -3% | -$150K | 1.95% | 14 |
|
|
2022
Q3 | $4.7M | Sell |
63,949
-1,217
| -2% | -$89.4K | 2.1% | 13 |
|
|
2022
Q2 | $5.06M | Buy |
65,166
+19,020
| +41% | +$1.48M | 2.19% | 13 |
|
|
2022
Q1 | $3.78M | Sell |
46,146
-6,095
| -12% | -$499K | 1.38% | 19 |
|
|
2021
Q4 | $4.51M | Sell |
52,241
-5,921
| -10% | -$511K | 1.54% | 18 |
|
|
2021
Q3 | $5.2M | Sell |
58,162
-170
| -0.3% | -$15.2K | 1.93% | 17 |
|
|
2021
Q2 | $5.25M | Sell |
58,332
-1,492
| -2% | -$134K | 1.99% | 17 |
|
|
2021
Q1 | $5.32M | Sell |
59,824
-1,221
| -2% | -$109K | 2.19% | 16 |
|
|
2020
Q4 | $5.62M | Sell |
61,045
-6,029
| -9% | -$555K | 2.43% | 14 |
|
|
2020
Q3 | $6.27M | Buy |
67,074
+3,928
| +6% | +$367K | 3.23% | 10 |
|
|
2020
Q2 | $5.89M | Buy |
+63,146
| New | +$5.89M | 3.25% | 10 |
|
|
2019
Q4 | $4.34M | Buy |
+48,514
| New | +$4.34M | 2.28% | 10 |
|