SWA
Sax 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 | $518K | Sell |
6,704
-2,436
| -27% | -$188K | 0.03% | 252 |
|
|
2025
Q1 | $700K | Buy |
+9,140
| New | +$700K | 0.05% | 177 |
|
|
2024
Q2 | – | Sell |
-4,961
| Closed | -$374K | – | 275 |
|
|
2024
Q1 | $374K | Sell |
4,961
-1,197
| -19% | -$90.3K | 0.04% | 136 |
|
|
2023
Q4 | $470K | Sell |
6,158
-944
| -13% | -$72.1K | 0.08% | 125 |
|
|
2023
Q3 | $514K | Sell |
7,102
-882
| -11% | -$63.8K | 0.1% | 109 |
|
|
2023
Q2 | $601K | Buy |
7,984
+119
| +2% | +$8.95K | 0.12% | 98 |
|
|
2023
Q1 | $604K | Buy |
7,865
+234
| +3% | +$18K | 0.13% | 94 |
|
|
2022
Q4 | $567K | Sell |
7,631
-2,835
| -27% | -$211K | 0.13% | 90 |
|
|
2022
Q3 | $769K | Sell |
10,466
-1,256
| -11% | -$92.3K | 0.2% | 69 |
|
|
2022
Q2 | $910K | Sell |
11,722
-685
| -6% | -$53.2K | 0.23% | 68 |
|
|
2022
Q1 | $1.02M | Sell |
12,407
-809
| -6% | -$66.2K | 0.25% | 61 |
|
|
2021
Q4 | $1.16M | Sell |
13,216
-13
| -0.1% | -$1.14K | 0.24% | 62 |
|
|
2021
Q3 | $1.18M | Buy |
13,229
+3,368
| +34% | +$301K | 0.28% | 53 |
|
|
2021
Q2 | $887K | Buy |
9,861
+2,233
| +29% | +$201K | 0.3% | 62 |
|
|
2021
Q1 | $677K | Buy |
7,628
+615
| +9% | +$54.6K | 0.25% | 73 |
|
|
2020
Q4 | $651K | Buy |
+7,013
| New | +$651K | 0.3% | 61 |
|