Quotient Wealth Partners’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
Q3
$303K Sell
2025
Q2
$338K Buy
2025
Q1
$322K Sell
2024
Q4
$359K Sell
2024
Q3
$479K Sell
2024
Q2
$681K Sell
2024
Q1
$3.46M Sell
2023
Q4
$16.1M Buy