TW
TritonPoint Wealth’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 | $4.89M | Sell |
63,205
-1,597
| -2% | -$124K | 0.45% | 58 |
|
|
2025
Q1 | $4.96M | Buy |
64,802
+3
| +0% | +$230 | 0.47% | 55 |
|
|
2024
Q4 | $4.84M | Buy |
64,799
+665
| +1% | +$49.7K | 0.44% | 61 |
|
|
2024
Q3 | $5.04M | Buy |
64,134
+6,429
| +11% | +$505K | 0.46% | 61 |
|
|
2024
Q2 | $4.32M | Buy |
57,705
+2,215
| +4% | +$166K | 0.42% | 65 |
|
|
2024
Q1 | $8.15M | Sell |
55,490
-51,336
| -48% | -$7.54M | 0.85% | 28 |
|
|
2023
Q4 | $8.16M | Buy |
+106,826
| New | +$8.16M | 0.8% | 30 |
|