WIM
Warwick Investment 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 | $3.43M | Sell |
44,340
-10,696
| -19% | -$827K | 0.67% | 26 |
|
|
2025
Q1 | $4.21M | Sell |
55,036
-6,311
| -10% | -$483K | 0.88% | 21 |
|
|
2024
Q4 | $4.58M | Buy |
61,347
+1,710
| +3% | +$128K | 0.94% | 17 |
|
|
2024
Q3 | $4.67M | Buy |
59,637
+272
| +0.5% | +$21.3K | 1.11% | 15 |
|
|
2024
Q2 | $4.45M | Buy |
59,365
+1,893
| +3% | +$142K | 1.04% | 15 |
|
|
2024
Q1 | $4.33M | Buy |
57,472
+84
| +0.1% | +$6.33K | 1.04% | 16 |
|
|
2023
Q4 | $4.38M | Buy |
57,388
+555
| +1% | +$42.4K | 1.29% | 16 |
|
|
2023
Q3 | $4.11M | Buy |
56,833
+9,293
| +20% | +$672K | 1.54% | 14 |
|
|
2023
Q2 | $3.58M | Buy |
47,540
+1,861
| +4% | +$140K | 1.41% | 15 |
|
|
2023
Q1 | $3.51M | Buy |
45,679
+4,539
| +11% | +$348K | 1.49% | 14 |
|
|
2022
Q4 | $3.06M | Buy |
+41,140
| New | +$3.06M | 1.25% | 17 |
|
|
2022
Q3 | – | Sell |
-28,087
| Closed | -$2.18M | – | 52 |
|
|
2022
Q2 | $2.18M | Buy |
28,087
+2,955
| +12% | +$229K | 1.06% | 17 |
|
|
2022
Q1 | $2.06M | Buy |
25,132
+4,568
| +22% | +$374K | 0.9% | 19 |
|
|
2021
Q4 | $1.8M | Buy |
+20,564
| New | +$1.8M | 0.91% | 15 |
|