Valmark Advisers’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
$2.96M Buy
2025
Q1
$2.9M Buy
2024
Q4
$2.66M Buy
2024
Q3
$2.5M Buy
2024
Q2
$2.19M Buy
2024
Q1
$2.05M Buy
2023
Q4
$1.85M Buy
2023
Q3
$1.51M Buy
2023
Q2
$1.42M Buy
2023
Q1
$1.32M Buy
2022
Q4
$999K Buy
2022
Q3
$871K Buy
2022
Q2
$890K Sell
2022
Q1
$1.61M Buy
2021
Q4
$682K Sell
2021
Q3
$730K Buy
2021
Q2
$682K Sell
2021
Q1
$1.95M Buy
2020
Q4
$1.28M Sell
2020
Q3
$1.3M Buy
2020
Q2
$924K Buy