RF&L Wealth Management’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 | $276K | Hold |
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|
2025
Q2 | $273K | Sell |
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|
2025
Q1 | $273K | Buy |
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|
2024
Q4 | $266K | Sell |
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|
2024
Q3 | $292K | Sell |
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|
2024
Q2 | $298K | Buy |
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|
2024
Q1 | $290K | Sell |
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|
2023
Q4 | $343K | Buy |
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|
2023
Q3 | $319K | Hold |
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|
2023
Q2 | $331K | Hold |
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|
2023
Q1 | $338K | Sell |
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|
2022
Q4 | $474K | Buy |
|