Safir Wealth Advisors’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
Q2 | $10.2M | Buy |
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|
2025
Q1 | $10M | Buy |
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|
2024
Q4 | $6.62M | Buy |
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|
2024
Q3 | $6.84M | Buy |
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|
2024
Q2 | $6.38M | Sell |
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|
2024
Q1 | $6.44M | Buy |
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|
2023
Q4 | $6.11M | Sell |
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|
2023
Q3 | $5.79M | Sell |
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|
2023
Q2 | $6.04M | Buy |
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|
2023
Q1 | $5.96M | Buy |
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|
2022
Q4 | $5.64M | Sell |
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|
2022
Q3 | $5.6M | Sell |
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|
2022
Q2 | $6.1M | Sell |
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|
2022
Q1 | $6.53M | Sell |
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|
2021
Q4 | $7.18M | Buy |
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|
2021
Q3 | $7.23M | Sell |
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|
2021
Q2 | $7.42M | Buy |
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|
2021
Q1 | $6.81M | Buy |
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|
2020
Q4 | $6.92M | Buy |
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