WFA
Websterrogers Financial Advisors’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 | $787K | Sell |
10,176
-4
| -0% | -$309 | 0.25% | 45 |
|
|
2025
Q1 | $779K | Sell |
10,180
-3,337
| -25% | -$256K | 0.27% | 45 |
|
|
2024
Q4 | $1.01M | Sell |
13,517
-96
| -0.7% | -$7.17K | 0.35% | 40 |
|
|
2024
Q3 | $1.07M | Buy |
13,613
+86
| +0.6% | +$6.74K | 0.37% | 39 |
|
|
2024
Q2 | $1.01M | Sell |
13,527
-10,281
| -43% | -$770K | 0.36% | 38 |
|
|
2024
Q1 | $1.8M | Sell |
23,808
-108,622
| -82% | -$8.19M | 0.64% | 30 |
|
|
2023
Q4 | $10.1M | Sell |
132,430
-160,463
| -55% | -$12.3M | 4.22% | 9 |
|
|
2023
Q3 | $21.2M | Buy |
292,893
+95,705
| +49% | +$6.92M | 9.31% | 2 |
|
|
2023
Q2 | $14.8M | Buy |
197,188
+9,313
| +5% | +$701K | 6.46% | 3 |
|
|
2023
Q1 | $14.4M | Buy |
187,875
+63,862
| +51% | +$4.9M | 6.63% | 2 |
|
|
2022
Q4 | $9.22M | Buy |
124,013
+101,150
| +442% | +$7.52M | 4.46% | 5 |
|
|
2022
Q3 | $1.68M | Buy |
22,863
+18,416
| +414% | +$1.35M | 0.88% | 17 |
|
|
2022
Q2 | $345K | Sell |
4,447
-36,139
| -89% | -$2.8M | 0.17% | 49 |
|
|
2022
Q1 | $3.3M | Buy |
+40,586
| New | +$3.3M | 1.69% | 13 |
|