SWA
SOA Wealth Advisors’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 | $140K | Sell |
1,812
-394
| -18% | -$30.5K | 0.03% | 240 |
|
|
2025
Q1 | $169K | Hold |
2,206
| – | – | 0.04% | 204 |
|
|
2024
Q4 | $165K | Buy |
2,206
+1,183
| +116% | +$88.4K | 0.03% | 202 |
|
|
2024
Q3 | $80.2K | Hold |
1,023
| – | – | 0.02% | 268 |
|
|
2024
Q2 | $76.6K | Sell |
1,023
-804
| -44% | -$60.2K | 0.02% | 267 |
|
|
2024
Q1 | $138K | Buy |
1,827
+4
| +0.2% | +$302 | 0.03% | 215 |
|
|
2023
Q4 | $139K | Buy |
1,823
+1,732
| +1,903% | +$132K | 0.03% | 205 |
|
|
2023
Q3 | $6.58K | Hold |
91
| – | – | ﹤0.01% | 573 |
|
|
2023
Q2 | $6.85K | Hold |
91
| – | – | ﹤0.01% | 576 |
|
|
2023
Q1 | $6.98K | Buy |
91
+20
| +28% | +$1.54K | ﹤0.01% | 577 |
|
|
2022
Q4 | $5.28K | Sell |
71
-20
| -22% | -$1.49K | ﹤0.01% | 618 |
|
|
2022
Q3 | $6K | Hold |
91
| – | – | ﹤0.01% | 573 |
|
|
2022
Q2 | $7K | Hold |
91
| – | – | ﹤0.01% | 542 |
|
|
2022
Q1 | $7K | Hold |
91
| – | – | ﹤0.01% | 635 |
|
|
2021
Q4 | $7K | Hold |
91
| – | – | ﹤0.01% | 614 |
|
|
2021
Q3 | $8K | Hold |
91
| – | – | ﹤0.01% | 618 |
|
|
2021
Q2 | $8K | Hold |
91
| – | – | ﹤0.01% | 603 |
|
|
2021
Q1 | $8K | Sell |
91
-36
| -28% | -$3.17K | ﹤0.01% | 536 |
|
|
2020
Q4 | $11K | Buy |
+127
| New | +$11K | ﹤0.01% | 488 |
|