Synergy Asset Management’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
Q2
$1.15M Sell
2025
Q1
$1.23M Sell
2024
Q4
$1.63M Buy
2024
Q3
$350K Sell
2024
Q2
$1.15M Buy
2024
Q1
Sell
2023
Q4
$579K Sell
2023
Q3
$596K Buy
2023
Q2
$203K Buy