WFPG
Waller Financial Planning Group’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 | $3.04M | Buy |
39,286
+4,383
| +13% | +$339K | 0.73% | 25 |
|
|
2025
Q1 | $2.67M | Sell |
34,903
-5,665
| -14% | -$434K | 0.75% | 26 |
|
|
2024
Q4 | $3.03M | Buy |
40,568
+1,094
| +3% | +$81.8K | 0.76% | 25 |
|
|
2024
Q3 | $3.09M | Buy |
39,474
+58
| +0.1% | +$4.55K | 0.77% | 27 |
|
|
2024
Q2 | $2.95M | Sell |
39,416
-495
| -1% | -$37.1K | 0.79% | 27 |
|
|
2024
Q1 | $3.01M | Sell |
39,911
-2,151
| -5% | -$162K | 0.8% | 27 |
|
|
2023
Q4 | $3.21M | Buy |
42,062
+1,385
| +3% | +$106K | 0.84% | 28 |
|
|
2023
Q3 | $2.94M | Sell |
40,677
-384
| -0.9% | -$27.8K | 0.86% | 28 |
|
|
2023
Q2 | $3.09M | Buy |
41,061
+1,542
| +4% | +$116K | 0.85% | 28 |
|
|
2023
Q1 | $3.03M | Buy |
39,519
+4,856
| +14% | +$373K | 0.86% | 29 |
|
|
2022
Q4 | $2.58M | Sell |
34,663
-10,406
| -23% | -$773K | 0.75% | 26 |
|
|
2022
Q3 | $3.31M | Buy |
45,069
+7,801
| +21% | +$573K | 1.01% | 23 |
|
|
2022
Q2 | $2.89M | Sell |
37,268
-19,564
| -34% | -$1.52M | 0.85% | 24 |
|
|
2022
Q1 | $4.66M | Sell |
56,832
-28,555
| -33% | -$2.34M | 1.23% | 22 |
|
|
2021
Q4 | $7.48M | Buy |
85,387
+17,866
| +26% | +$1.57M | 1.87% | 15 |
|
|
2021
Q3 | $6.04M | Buy |
67,521
+3,791
| +6% | +$339K | 1.6% | 17 |
|
|
2021
Q2 | $5.73M | Sell |
63,730
-589
| -0.9% | -$53K | 1.54% | 17 |
|
|
2021
Q1 | $5.71M | Buy |
64,319
+3,260
| +5% | +$289K | 1.64% | 16 |
|
|
2020
Q4 | $5.67M | Buy |
61,059
+10,482
| +21% | +$973K | 1.77% | 16 |
|
|
2020
Q3 | $4.73M | Buy |
50,577
+5,073
| +11% | +$474K | 1.73% | 18 |
|
|
2020
Q2 | $4.24M | Buy |
45,504
+14,460
| +47% | +$1.35M | 1.65% | 21 |
|
|
2020
Q1 | $2.77M | Buy |
31,044
+21,443
| +223% | +$1.92M | 1.45% | 21 |
|
|
2019
Q4 | $837K | Buy |
9,601
+529
| +6% | +$46.1K | 0.42% | 28 |
|
|
2019
Q3 | $793K | Buy |
9,072
+715
| +9% | +$62.5K | 0.42% | 30 |
|
|
2019
Q2 | $717K | Sell |
8,357
-737
| -8% | -$63.2K | 0.4% | 31 |
|
|
2019
Q1 | $757K | Sell |
9,094
-40
| -0.4% | -$3.33K | 0.44% | 32 |
|
|
2018
Q4 | $743K | Buy |
+9,134
| New | +$743K | 0.51% | 31 |
|