SJGA
Stephen J. Garry & Associates’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 | $7.83M | Sell |
101,267
-3,106
| -3% | -$240K | 6.77% | 5 |
|
|
2025
Q1 | $7.99M | Buy |
104,373
+3,369
| +3% | +$258K | 7.47% | 5 |
|
|
2024
Q4 | $7.55M | Buy |
101,004
+36,673
| +57% | +$2.74M | 6.97% | 5 |
|
|
2024
Q3 | $5.04M | Buy |
64,331
+12,753
| +25% | +$999K | 4.79% | 9 |
|
|
2024
Q2 | $3.86M | Sell |
51,578
-232
| -0.4% | -$17.4K | 3.91% | 10 |
|
|
2024
Q1 | $3.91M | Buy |
51,810
+1,361
| +3% | +$103K | 4.04% | 11 |
|
|
2023
Q4 | $3.85M | Buy |
+50,449
| New | +$3.85M | 4.27% | 9 |
|