Smallwood Wealth Investment Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $423K | Sell |
5,529
-506
| -8% | -$38.7K | 0.27% | 48 |
|
|
2024
Q4 | $451K | Sell |
6,035
-33,790
| -85% | -$2.53M | 0.31% | 42 |
|
|
2024
Q3 | $3.12M | Sell |
39,825
-2,429
| -6% | -$190K | 2.23% | 10 |
|
|
2024
Q2 | $3.16M | Sell |
42,254
-1,289
| -3% | -$96.5K | 2.44% | 9 |
|
|
2024
Q1 | $3.28M | Sell |
43,543
-1,105
| -2% | -$83.3K | 2.55% | 10 |
|
|
2023
Q4 | $3.41M | Sell |
44,648
-992
| -2% | -$75.8K | 2.82% | 8 |
|
|
2023
Q3 | $3.3M | Sell |
45,640
-103
| -0.2% | -$7.45K | 3% | 8 |
|
|
2023
Q2 | $3.44M | Sell |
45,743
-10,898
| -19% | -$820K | 3.07% | 8 |
|
|
2023
Q1 | $4.35M | Sell |
56,641
-37
| -0.1% | -$2.84K | 4.12% | 5 |
|
|
2022
Q4 | $4.21M | Sell |
56,678
-291
| -0.5% | -$21.6K | 3.56% | 5 |
|
|
2022
Q3 | $4.19M | Buy |
+56,969
| New | +$4.19M | 3.76% | 5 |
|