WMA
Wealth Management Associates’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 | $2.61M | Buy |
33,691
+1,032
| +3% | +$79.8K | 1.01% | 25 |
|
|
2025
Q1 | $2.5M | Buy |
32,659
+2,436
| +8% | +$187K | 1.07% | 22 |
|
|
2024
Q4 | $2.26M | Buy |
30,223
+700
| +2% | +$52.3K | 0.97% | 25 |
|
|
2024
Q3 | $2.31M | Buy |
29,523
+967
| +3% | +$75.8K | 1.02% | 23 |
|
|
2024
Q2 | $2.14M | Hold |
28,556
| – | – | 1% | 21 |
|
|
2024
Q1 | $2.14M | Buy |
28,556
+841
| +3% | +$63K | 1% | 21 |
|
|
2023
Q4 | $2.12M | Sell |
27,715
-943
| -3% | -$72K | 1.12% | 18 |
|
|
2023
Q3 | $2.07M | Buy |
28,658
+325
| +1% | +$23.5K | 1.21% | 17 |
|
|
2023
Q2 | $2.13M | Buy |
28,333
+1,997
| +8% | +$150K | 1.21% | 17 |
|
|
2023
Q1 | $2.02M | Buy |
26,336
+6,830
| +35% | +$524K | 1.25% | 18 |
|
|
2022
Q4 | $1.45M | Buy |
19,506
+4,044
| +26% | +$301K | 0.97% | 24 |
|
|
2022
Q3 | $1.14M | Buy |
+15,462
| New | +$1.14M | 0.8% | 30 |
|