SWM
Stockman Wealth Management’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 | $567K | Buy |
7,333
+9
| +0.1% | +$696 | 0.08% | 95 |
|
|
2025
Q1 | $561K | Buy |
7,324
+232
| +3% | +$17.8K | 0.08% | 94 |
|
|
2024
Q4 | $530K | Buy |
7,092
+422
| +6% | +$31.5K | 0.08% | 97 |
|
|
2024
Q3 | $523K | Buy |
6,670
+37
| +0.6% | +$2.9K | 0.08% | 104 |
|
|
2024
Q2 | $497K | Buy |
6,633
+7
| +0.1% | +$524 | 0.09% | 105 |
|
|
2024
Q1 | $500K | Buy |
6,626
+966
| +17% | +$72.8K | 0.09% | 102 |
|
|
2023
Q4 | $432K | Buy |
5,660
+119
| +2% | +$9.09K | 0.09% | 107 |
|
|
2023
Q3 | $401K | Sell |
5,541
-107
| -2% | -$7.74K | 0.09% | 114 |
|
|
2023
Q2 | $425K | Buy |
5,648
+283
| +5% | +$21.3K | 0.09% | 117 |
|
|
2023
Q1 | $412K | Buy |
5,365
+1,422
| +36% | +$109K | 0.09% | 125 |
|
|
2022
Q4 | $293K | Buy |
+3,943
| New | +$293K | 0.07% | 150 |
|