WAM
Walker Asset 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 | $254K | Sell |
3,285
-45
| -1% | -$3.48K | 0.15% | 115 |
|
2025
Q1 | $255K | Sell |
3,330
-32
| -1% | -$2.45K | 0.16% | 116 |
|
2024
Q4 | $251K | Buy |
3,362
+41
| +1% | +$3.06K | 0.15% | 117 |
|
2024
Q3 | $260K | Sell |
3,321
-124
| -4% | -$9.72K | 0.16% | 113 |
|
2024
Q2 | $258K | Buy |
3,445
+231
| +7% | +$17.3K | 0.17% | 107 |
|
2024
Q1 | $242K | Buy |
3,214
+15
| +0.5% | +$1.13K | 0.16% | 113 |
|
2023
Q4 | $244K | Sell |
3,199
-134
| -4% | -$10.2K | 0.18% | 113 |
|
2023
Q3 | $241K | Sell |
3,333
-2
| -0.1% | -$145 | 0.21% | 79 |
|
2023
Q2 | $251K | Sell |
3,335
-41
| -1% | -$3.08K | 0.21% | 76 |
|
2023
Q1 | $259K | Hold |
3,376
| – | – | 0.22% | 72 |
|
2022
Q4 | $251K | Hold |
3,376
| – | – | 0.22% | 67 |
|
2022
Q3 | $248K | Hold |
3,376
| – | – | 0.22% | 60 |
|
2022
Q2 | $262K | Buy |
3,376
+131
| +4% | +$10.2K | 0.24% | 66 |
|
2022
Q1 | $266K | Buy |
+3,245
| New | +$266K | 0.21% | 76 |
|