SWM
SilverOak 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 | $362K | Hold |
4,687
| – | – | 0.07% | 77 |
|
|
2025
Q1 | $359K | Sell |
4,687
-530
| -10% | -$40.6K | 0.08% | 69 |
|
|
2024
Q4 | $390K | Sell |
5,217
-365
| -7% | -$27.3K | 0.08% | 69 |
|
|
2024
Q3 | $437K | Buy |
5,582
+188
| +3% | +$14.7K | 0.1% | 65 |
|
|
2024
Q2 | $404K | Sell |
5,394
-133
| -2% | -$9.96K | 0.1% | 63 |
|
|
2024
Q1 | $417K | Sell |
5,527
-4
| -0.1% | -$302 | 0.1% | 61 |
|
|
2023
Q4 | $422K | Buy |
+5,531
| New | +$422K | 0.11% | 58 |
|