QWP
Quotient 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
Q2 | $338K | Buy |
4,367
+162
| +4% | +$12.5K | 0.01% | 252 |
|
|
2025
Q1 | $322K | Sell |
4,205
-603
| -13% | -$46.2K | 0.01% | 243 |
|
|
2024
Q4 | $359K | Sell |
4,808
-1,308
| -21% | -$97.7K | 0.01% | 221 |
|
|
2024
Q3 | $479K | Sell |
6,116
-2,972
| -33% | -$233K | 0.02% | 175 |
|
|
2024
Q2 | $681K | Sell |
9,088
-36,769
| -80% | -$2.75M | 0.02% | 133 |
|
|
2024
Q1 | $3.46M | Sell |
45,857
-165,201
| -78% | -$12.5M | 0.12% | 52 |
|
|
2023
Q4 | $16.1M | Buy |
+211,058
| New | +$16.1M | 0.63% | 27 |
|