Smallwood Wealth Investment 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 | $412K | Hold |
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|
2025
Q2 | $408K | Sell |
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2025
Q1 | $423K | Sell |
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|
2024
Q4 | $451K | Sell |
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|
2024
Q3 | $3.12M | Sell |
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|
2024
Q2 | $3.16M | Sell |
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|
2024
Q1 | $3.28M | Sell |
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|
2023
Q4 | $3.41M | Sell |
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|
2023
Q3 | $3.3M | Sell |
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|
2023
Q2 | $3.44M | Sell |
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|
2023
Q1 | $4.35M | Sell |
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|
2022
Q4 | $4.21M | Sell |
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|
2022
Q3 | $4.19M | Buy |
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