TWM
TriaGen 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,752
| Closed | -$283K | – | 162 |
|
|
2024
Q1 | $283K | Sell |
3,752
-20,211
| -84% | -$1.52M | 0.12% | 134 |
|
|
2023
Q4 | $1.83M | Sell |
23,963
-2,119
| -8% | -$162K | 0.87% | 41 |
|
|
2023
Q3 | $1.89M | Buy |
26,082
+1,513
| +6% | +$109K | 0.96% | 32 |
|
|
2023
Q2 | $1.85M | Sell |
24,569
-87
| -0.4% | -$6.55K | 0.85% | 36 |
|
|
2023
Q1 | $1.89M | Buy |
24,656
+3,713
| +18% | +$285K | 0.95% | 30 |
|
|
2022
Q4 | $1.56M | Buy |
20,943
+859
| +4% | +$63.8K | 0.86% | 35 |
|
|
2022
Q3 | $1.48M | Buy |
20,084
+9,576
| +91% | +$704K | 0.82% | 37 |
|
|
2022
Q2 | $816K | Buy |
10,508
+416
| +4% | +$32.3K | 0.58% | 51 |
|
|
2022
Q1 | $827K | Buy |
10,092
+999
| +11% | +$81.9K | 0.43% | 67 |
|
|
2021
Q4 | $797K | Buy |
9,093
+26
| +0.3% | +$2.28K | 0.39% | 75 |
|
|
2021
Q3 | $811K | Buy |
9,067
+363
| +4% | +$32.5K | 0.44% | 73 |
|
|
2021
Q2 | $793K | Sell |
8,704
-955
| -10% | -$87K | 0.41% | 78 |
|
|
2021
Q1 | $857K | Sell |
9,659
-234
| -2% | -$20.8K | 0.49% | 64 |
|
|
2020
Q4 | $919K | Buy |
+9,893
| New | +$919K | 0.54% | 63 |
|