
Wealth Enhancement Advisory Services’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 | $152M | Buy |
1,979,402
+217,357
| +12% | +$16.7M | 0.25% | 77 |
|
2025
Q1 | $135M | Buy |
1,762,045
+53,494
| +3% | +$4.1M | 0.26% | 74 |
|
2024
Q4 | $128M | Buy |
1,708,551
+98,206
| +6% | +$7.34M | 0.24% | 76 |
|
2024
Q3 | $126M | Buy |
1,610,345
+597,770
| +59% | +$46.8M | 0.27% | 71 |
|
2024
Q2 | $75.8M | Buy |
1,012,575
+33,106
| +3% | +$2.48M | 0.18% | 113 |
|
2024
Q1 | $73.9M | Buy |
979,469
+48,695
| +5% | +$3.67M | 0.19% | 112 |
|
2023
Q4 | $71.1M | Sell |
930,774
-9,520
| -1% | -$727K | 0.21% | 110 |
|
2023
Q3 | $68M | Buy |
+940,294
| New | +$68M | 0.22% | 97 |
|