Strategic Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $145K | Buy |
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|
2025
Q2 | $142K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $287K | Buy |
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|
2023
Q1 | $258K | Sell |
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|
2022
Q4 | $394K | Buy |
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|
2022
Q3 | $250K | Sell |
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|
2022
Q2 | $459K | Sell |
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|
2022
Q1 | $1.14M | Sell |
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|
2021
Q4 | $2.06M | Sell |
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|
2021
Q3 | $2.1M | Buy |
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|
2021
Q2 | $2M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $6K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $35K | Hold |
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|
2017
Q4 | $36K | Buy |
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