RWM
Revisor Wealth Management’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 | $2.68M | Sell |
34,936
-343
| -1% | -$26.3K | 0.97% | 20 |
|
|
2025
Q1 | $2.7M | Buy |
35,279
+16,066
| +84% | +$1.23M | 1.2% | 16 |
|
|
2024
Q4 | $1.44M | Sell |
19,213
-103,162
| -84% | -$7.71M | 1.32% | 15 |
|
|
2024
Q3 | $9.59M | Sell |
122,375
-12,421
| -9% | -$973K | 5.99% | 2 |
|
|
2024
Q2 | $10.1M | Sell |
134,796
-113,829
| -46% | -$8.52M | 7.01% | 2 |
|
|
2024
Q1 | $18.9M | Buy |
248,625
+140,698
| +130% | +$10.7M | 8.53% | 1 |
|
|
2023
Q4 | $8.24M | Sell |
107,927
-31,846
| -23% | -$2.43M | 9.49% | 1 |
|
|
2023
Q3 | $10.1M | Buy |
139,773
+44,431
| +47% | +$3.21M | 8.59% | 1 |
|
|
2023
Q2 | $7.17M | Sell |
95,342
-4,237
| -4% | -$319K | 6.44% | 1 |
|
|
2023
Q1 | $7.64M | Buy |
+99,579
| New | +$7.64M | 6.99% | 1 |
|