Waverly Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Sell |
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|
2025
Q1 | $3.01M | Sell |
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|
2024
Q4 | $2.95M | Buy |
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|
2024
Q3 | $2.93M | Buy |
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|
2024
Q2 | $2.71M | Buy |
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|
2024
Q1 | $2.5M | Buy |
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|
2023
Q4 | $2.45M | Buy |
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|
2023
Q3 | $2.31M | Sell |
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|
2023
Q2 | $3.04M | Buy |
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|
2023
Q1 | $874K | Sell |
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|
2022
Q4 | $1.15M | Buy |
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|
2022
Q3 | $732K | Buy |
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|
2022
Q2 | $465K | Buy |
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