SSWM
Sheets Smith 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 | $1.21M | Hold |
15,699
| – | – | 0.14% | 140 |
|
|
2025
Q1 | $1.2M | Sell |
15,699
-10,345
| -40% | -$792K | 0.15% | 134 |
|
|
2024
Q4 | $1.95M | Hold |
26,044
| – | – | 0.24% | 98 |
|
|
2024
Q3 | $2.04M | Sell |
26,044
-1,191
| -4% | -$93.3K | 0.25% | 96 |
|
|
2024
Q2 | $2.04M | Sell |
27,235
-9,017
| -25% | -$675K | 0.24% | 99 |
|
|
2024
Q1 | $2.73M | Sell |
36,252
-2,517
| -6% | -$190K | 0.31% | 82 |
|
|
2023
Q4 | $2.96M | Sell |
38,769
-272
| -0.7% | -$20.8K | 0.42% | 64 |
|
|
2023
Q3 | $2.82M | Buy |
39,041
+11,797
| +43% | +$853K | 0.43% | 59 |
|
|
2023
Q2 | $2.05M | Buy |
+27,244
| New | +$2.05M | 0.3% | 84 |
|