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SWM Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $5.73M | Buy |
77,995
+2,102
| +3% | +$154K | 5.4% | 7 |
|
|
2022
Q2 | $5.89M | Sell |
75,893
-2,159
| -3% | -$168K | 5.37% | 7 |
|
|
2022
Q1 | $6.39M | Sell |
78,052
-53,875
| -41% | -$4.41M | 5.02% | 7 |
|
|
2021
Q4 | $11.2M | Buy |
+131,927
| New | +$11.2M | 9.77% | 4 |
|