Soundmark Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $13.1M | Buy |
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|
2023
Q4 | $9.03M | Sell |
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|
2023
Q3 | $8.57M | Buy |
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|
2023
Q2 | $6.86M | Buy |
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|
2023
Q1 | $6.16M | Buy |
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|
2022
Q4 | $5.82M | Buy |
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|
2022
Q3 | $1.85M | Buy |
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|
2022
Q2 | $1.68M | Buy |
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|
2022
Q1 | $1.39M | Buy |
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|
2021
Q4 | $1.07M | Sell |
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|
2021
Q3 | $2.08M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.6M | Buy |
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|
2020
Q4 | $1.28M | Buy |
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