Sheets Smith Wealth Management’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
$1.22M Sell
2025
Q2
$1.21M Hold
2025
Q1
$1.2M Sell
2024
Q4
$1.95M Hold
2024
Q3
$2.04M Sell
2024
Q2
$2.04M Sell
2024
Q1
$2.73M Sell
2023
Q4
$2.96M Sell
2023
Q3
$2.82M Buy
2023
Q2
$2.05M Buy