VWM
VCI 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 | $7.55M | Buy |
97,649
+11,196
| +13% | +$866K | 2.64% | 11 |
|
|
2025
Q1 | $6.62M | Buy |
86,453
+6,651
| +8% | +$509K | 2.78% | 10 |
|
|
2024
Q4 | $5.96M | Buy |
79,802
+36,681
| +85% | +$2.74M | 2.53% | 12 |
|
|
2024
Q3 | $3.38M | Buy |
43,121
+3,367
| +8% | +$264K | 1.5% | 16 |
|
|
2024
Q2 | $2.98M | Buy |
39,754
+11,991
| +43% | +$898K | 1.47% | 21 |
|
|
2024
Q1 | $2.09M | Sell |
27,763
-3,540
| -11% | -$267K | 1.42% | 20 |
|
|
2023
Q4 | $2.39M | Buy |
+31,303
| New | +$2.39M | 1.45% | 17 |
|