Sax 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
Q3 | – | Sell |
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|
2025
Q2 | $518K | Sell |
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|
2025
Q1 | $700K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $374K | Sell |
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|
2023
Q4 | $470K | Sell |
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|
2023
Q3 | $514K | Sell |
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|
2023
Q2 | $601K | Buy |
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|
2023
Q1 | $604K | Buy |
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|
2022
Q4 | $567K | Sell |
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|
2022
Q3 | $769K | Sell |
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|
2022
Q2 | $910K | Sell |
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|
2022
Q1 | $1.02M | Sell |
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|
2021
Q4 | $1.16M | Sell |
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|
2021
Q3 | $1.18M | Buy |
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|
2021
Q2 | $887K | Buy |
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|
2021
Q1 | $677K | Buy |
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|
2020
Q4 | $651K | Buy |
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