SAM
Secure Asset 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 | $3.3M | Buy |
+42,670
| New | +$3.3M | 0.61% | 38 |
|
|
2024
Q2 | – | Sell |
-28,318
| Closed | -$2.14M | – | 280 |
|
|
2024
Q1 | $2.14M | Buy |
28,318
+1,530
| +6% | +$115K | 0.5% | 42 |
|
|
2023
Q4 | $2.05M | Sell |
26,788
-1,196
| -4% | -$91.4K | 0.55% | 41 |
|
|
2023
Q3 | $2.02M | Sell |
27,984
-1,085
| -4% | -$78.5K | 0.61% | 40 |
|
|
2023
Q2 | $2.19M | Buy |
+29,069
| New | +$2.19M | 0.66% | 35 |
|
|
2022
Q2 | – | Sell |
-14,555
| Closed | -$1.19M | – | 167 |
|
|
2022
Q1 | $1.19M | Buy |
14,555
+600
| +4% | +$49.1K | 0.54% | 32 |
|
|
2021
Q4 | $1.22M | Buy |
13,955
+2,933
| +27% | +$257K | 0.5% | 35 |
|
|
2021
Q3 | $986K | Buy |
11,022
+4,371
| +66% | +$391K | 0.49% | 38 |
|
|
2021
Q2 | $598K | Sell |
6,651
-1,413
| -18% | -$127K | 0.3% | 59 |
|
|
2021
Q1 | $716K | Sell |
8,064
-4,857
| -38% | -$431K | 0.4% | 47 |
|
|
2020
Q4 | $1.2M | Sell |
12,921
-602
| -4% | -$55.9K | 0.71% | 32 |
|
|
2020
Q3 | $1.26M | Buy |
13,523
+4,557
| +51% | +$426K | 0.87% | 28 |
|
|
2020
Q2 | $836K | Buy |
8,966
+917
| +11% | +$85.5K | 0.59% | 39 |
|
|
2020
Q1 | $719K | Buy |
8,049
+123
| +2% | +$11K | 0.77% | 31 |
|
|
2019
Q4 | $691K | Buy |
+7,926
| New | +$691K | 0.49% | 51 |
|