PWP
Precedent Wealth Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-60,178
| Closed | -$4.5M | – | 156 |
|
|
2024
Q4 | $4.5M | Sell |
60,178
-6,835
| -10% | -$511K | 1.47% | 15 |
|
|
2024
Q3 | $5.25M | Sell |
67,013
-4,051
| -6% | -$317K | 1.73% | 14 |
|
|
2024
Q2 | $5.32M | Buy |
71,064
+1,429
| +2% | +$107K | 2.14% | 10 |
|
|
2024
Q1 | $5.25M | Buy |
+69,635
| New | +$5.25M | 2.26% | 10 |
|