SAM
Synergy Asset 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 | $1.15M | Sell |
14,922
-1,083
| -7% | -$83.8K | 0.13% | 89 |
|
|
2025
Q1 | $1.23M | Sell |
16,005
-5,525
| -26% | -$423K | 0.15% | 84 |
|
|
2024
Q4 | $1.63M | Buy |
21,530
+17,064
| +382% | +$1.29M | 0.13% | 95 |
|
|
2024
Q3 | $350K | Sell |
4,466
-10,945
| -71% | -$858K | 0.05% | 110 |
|
|
2024
Q2 | $1.15M | Buy |
+15,411
| New | +$1.15M | 0.18% | 80 |
|
|
2024
Q1 | – | Sell |
-7,576
| Closed | -$579K | – | 131 |
|
|
2023
Q4 | $579K | Sell |
7,576
-661
| -8% | -$50.5K | 0.1% | 95 |
|
|
2023
Q3 | $596K | Buy |
8,237
+5,544
| +206% | +$401K | 0.12% | 88 |
|
|
2023
Q2 | $203K | Buy |
+2,693
| New | +$203K | 0.05% | 86 |
|