Websterrogers Financial 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
Q3 | $796K | Buy |
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|
2025
Q2 | $787K | Sell |
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|
2025
Q1 | $779K | Sell |
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|
2024
Q4 | $1.01M | Sell |
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|
2024
Q3 | $1.07M | Buy |
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|
2024
Q2 | $1.01M | Sell |
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|
2024
Q1 | $1.8M | Sell |
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|
2023
Q4 | $10.1M | Sell |
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|
2023
Q3 | $21.2M | Buy |
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|
2023
Q2 | $14.8M | Buy |
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|
2023
Q1 | $14.4M | Buy |
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|
2022
Q4 | $9.22M | Buy |
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|
2022
Q3 | $1.68M | Buy |
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|
2022
Q2 | $345K | Sell |
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|
2022
Q1 | $3.3M | Buy |
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