VA
Valmark Advisers’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 | $2.96M | Buy |
38,274
+404
| +1% | +$31.2K | 0.04% | 169 |
|
|
2025
Q1 | $2.9M | Buy |
37,870
+2,286
| +6% | +$175K | 0.04% | 155 |
|
|
2024
Q4 | $2.66M | Buy |
35,584
+3,632
| +11% | +$271K | 0.04% | 166 |
|
|
2024
Q3 | $2.5M | Buy |
31,952
+2,667
| +9% | +$209K | 0.04% | 164 |
|
|
2024
Q2 | $2.19M | Buy |
29,285
+2,163
| +8% | +$162K | 0.04% | 163 |
|
|
2024
Q1 | $2.05M | Buy |
27,122
+2,889
| +12% | +$218K | 0.04% | 165 |
|
|
2023
Q4 | $1.85M | Buy |
24,233
+3,318
| +16% | +$253K | 0.03% | 175 |
|
|
2023
Q3 | $1.51M | Buy |
20,915
+2,035
| +11% | +$147K | 0.03% | 172 |
|
|
2023
Q2 | $1.42M | Buy |
18,880
+1,651
| +10% | +$124K | 0.03% | 186 |
|
|
2023
Q1 | $1.32M | Buy |
17,229
+3,788
| +28% | +$291K | 0.03% | 190 |
|
|
2022
Q4 | $999K | Buy |
13,441
+1,590
| +13% | +$118K | 0.02% | 214 |
|
|
2022
Q3 | $871K | Buy |
11,851
+384
| +3% | +$28.2K | 0.02% | 206 |
|
|
2022
Q2 | $890K | Sell |
11,467
-8,158
| -42% | -$633K | 0.02% | 209 |
|
|
2022
Q1 | $1.61M | Buy |
19,625
+11,846
| +152% | +$970K | 0.03% | 146 |
|
|
2021
Q4 | $682K | Sell |
7,779
-379
| -5% | -$33.2K | 0.01% | 247 |
|
|
2021
Q3 | $730K | Buy |
8,158
+581
| +8% | +$52K | 0.01% | 231 |
|
|
2021
Q2 | $682K | Sell |
7,577
-14,416
| -66% | -$1.3M | 0.01% | 235 |
|
|
2021
Q1 | $1.95M | Buy |
21,993
+8,227
| +60% | +$730K | 0.04% | 111 |
|
|
2020
Q4 | $1.28M | Sell |
13,766
-112
| -0.8% | -$10.4K | 0.03% | 144 |
|
|
2020
Q3 | $1.3M | Buy |
13,878
+3,963
| +40% | +$370K | 0.03% | 113 |
|
|
2020
Q2 | $924K | Buy |
+9,915
| New | +$924K | 0.02% | 123 |
|