RLWM
RF&L 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 | $273K | Sell |
3,535
-35
| -1% | -$2.71K | 0.18% | 53 |
|
|
2025
Q1 | $273K | Buy |
3,570
+15
| +0.4% | +$1.15K | 0.2% | 52 |
|
|
2024
Q4 | $266K | Sell |
3,555
-170
| -5% | -$12.7K | 0.19% | 52 |
|
|
2024
Q3 | $292K | Sell |
3,725
-250
| -6% | -$19.6K | 0.21% | 51 |
|
|
2024
Q2 | $298K | Buy |
3,975
+135
| +4% | +$10.1K | 0.23% | 48 |
|
|
2024
Q1 | $290K | Sell |
3,840
-650
| -14% | -$49K | 0.22% | 48 |
|
|
2023
Q4 | $343K | Buy |
4,490
+85
| +2% | +$6.49K | 0.29% | 45 |
|
|
2023
Q3 | $319K | Hold |
4,405
| – | – | 0.3% | 44 |
|
|
2023
Q2 | $331K | Hold |
4,405
| – | – | 0.3% | 44 |
|
|
2023
Q1 | $338K | Sell |
4,405
-1,975
| -31% | -$152K | 0.33% | 42 |
|
|
2022
Q4 | $474K | Buy |
+6,380
| New | +$474K | 0.49% | 36 |
|