SIAP
Sterling Investment Advisors (Pennsylvania)’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 | – | Sell |
-5,403
| Closed | -$414K | – | 185 |
|
|
2025
Q1 | $414K | Buy |
+5,403
| New | +$414K | 0.1% | 130 |
|
|
2022
Q1 | – | Sell |
-435
| Closed | -$38K | – | 582 |
|
|
2021
Q4 | $38K | Hold |
435
| – | – | 0.01% | 279 |
|
|
2021
Q3 | $39K | Hold |
435
| – | – | 0.01% | 279 |
|
|
2021
Q2 | $39K | Hold |
435
| – | – | 0.01% | 282 |
|
|
2021
Q1 | $39K | Buy |
+435
| New | +$39K | 0.01% | 258 |
|
|
2019
Q4 | – | Sell |
-91
| Closed | -$8K | – | 405 |
|
|
2019
Q3 | $8K | Hold |
91
| – | – | ﹤0.01% | 351 |
|
|
2019
Q2 | $8K | Buy |
+91
| New | +$8K | ﹤0.01% | 360 |
|