TWM
TSA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59M | Buy |
33,434
+604
| +2% | +$46.7K | 0.94% | 25 |
|
|
2025
Q1 | $2.51M | Buy |
32,830
+23,824
| +265% | +$1.82M | 1% | 22 |
|
|
2024
Q4 | $673K | Buy |
9,006
+313
| +4% | +$23.4K | 0.27% | 40 |
|
|
2024
Q3 | $681K | Buy |
8,693
+147
| +2% | +$11.5K | 0.27% | 39 |
|
|
2024
Q2 | $640K | Buy |
8,546
+4,962
| +138% | +$372K | 0.27% | 40 |
|
|
2024
Q1 | $270K | Buy |
+3,584
| New | +$270K | 0.12% | 50 |
|