SWA
Safir Wealth Advisors’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 | $10.2M | Buy |
132,411
+1,390
| +1% | +$108K | 7.51% | 6 |
|
|
2025
Q1 | $10M | Buy |
131,021
+42,487
| +48% | +$3.25M | 7.96% | 6 |
|
|
2024
Q4 | $6.62M | Buy |
88,534
+1,262
| +1% | +$94.3K | 5.1% | 7 |
|
|
2024
Q3 | $6.84M | Buy |
87,272
+2,060
| +2% | +$161K | 5.26% | 7 |
|
|
2024
Q2 | $6.38M | Sell |
85,212
-207
| -0.2% | -$15.5K | 5.23% | 7 |
|
|
2024
Q1 | $6.44M | Buy |
85,419
+5,388
| +7% | +$406K | 5.29% | 7 |
|
|
2023
Q4 | $6.11M | Sell |
80,031
-42
| -0.1% | -$3.21K | 5.5% | 7 |
|
|
2023
Q3 | $5.79M | Sell |
80,073
-159
| -0.2% | -$11.5K | 5.6% | 7 |
|
|
2023
Q2 | $6.04M | Buy |
80,232
+2,591
| +3% | +$195K | 5.58% | 7 |
|
|
2023
Q1 | $5.96M | Buy |
77,641
+1,705
| +2% | +$131K | 5.88% | 7 |
|
|
2022
Q4 | $5.64M | Sell |
75,936
-230
| -0.3% | -$17.1K | 5.75% | 7 |
|
|
2022
Q3 | $5.6M | Sell |
76,166
-2,350
| -3% | -$173K | 5.82% | 7 |
|
|
2022
Q2 | $6.1M | Sell |
78,516
-1,165
| -1% | -$90.5K | 5.97% | 7 |
|
|
2022
Q1 | $6.53M | Sell |
79,681
-2,320
| -3% | -$190K | 5.45% | 7 |
|
|
2021
Q4 | $7.19M | Buy |
82,001
+1,205
| +1% | +$106K | 5.59% | 8 |
|
|
2021
Q3 | $7.23M | Sell |
80,796
-1,745
| -2% | -$156K | 6.05% | 6 |
|
|
2021
Q2 | $7.43M | Buy |
82,541
+5,792
| +8% | +$521K | 6.3% | 6 |
|
|
2021
Q1 | $6.81M | Buy |
76,749
+2,208
| +3% | +$196K | 6.24% | 6 |
|
|
2020
Q4 | $6.92M | Buy |
+74,541
| New | +$6.92M | 6.43% | 6 |
|