SWM
Sagace 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 | $3.26M | Sell |
42,104
-527
| -1% | -$40.8K | 2.43% | 17 |
|
|
2025
Q1 | $3.26M | Sell |
42,631
-319
| -0.7% | -$24.4K | 2.47% | 15 |
|
|
2024
Q4 | $3.21M | Sell |
42,950
-9,572
| -18% | -$715K | 2.4% | 15 |
|
|
2024
Q3 | $4.04M | Buy |
52,522
+3,561
| +7% | +$274K | 3.11% | 10 |
|
|
2024
Q2 | $3.7M | Buy |
+48,961
| New | +$3.7M | 3.62% | 7 |
|