SOA Wealth Advisors’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 | $141K | Hold |
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|
2025
Q2 | $140K | Sell |
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|
2025
Q1 | $169K | Hold |
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|
2024
Q4 | $165K | Buy |
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|
2024
Q3 | $80.2K | Hold |
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|
2024
Q2 | $76.6K | Sell |
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|
2024
Q1 | $138K | Buy |
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|
2023
Q4 | $139K | Buy |
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|
2023
Q3 | $6.58K | Hold |
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|
2023
Q2 | $6.85K | Hold |
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|
2023
Q1 | $6.98K | Buy |
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|
2022
Q4 | $5.28K | Sell |
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|
2022
Q3 | $6K | Hold |
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|
2022
Q2 | $7K | Hold |
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|
2022
Q1 | $7K | Hold |
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|
2021
Q4 | $7K | Hold |
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|
2021
Q3 | $8K | Hold |
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|
2021
Q2 | $8K | Hold |
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|
2021
Q1 | $8K | Sell |
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|
2020
Q4 | $11K | Buy |
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