WS
Wela Strategies’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 | $2.76M | Sell |
35,685
-219
| -0.6% | -$16.9K | 1.09% | 16 |
|
|
2025
Q1 | $2.75M | Buy |
35,904
+25,731
| +253% | +$1.97M | 1.16% | 16 |
|
|
2024
Q4 | $232K | Sell |
10,173
-23,511
| -70% | -$535K | 0.1% | 50 |
|
|
2024
Q3 | $2.64M | Sell |
33,684
-8,634
| -20% | -$677K | 1.15% | 16 |
|
|
2024
Q2 | $3.17M | Buy |
42,318
+808
| +2% | +$60.5K | 1.48% | 16 |
|
|
2024
Q1 | $3.13M | Sell |
41,510
-3,137
| -7% | -$237K | 1.48% | 16 |
|
|
2023
Q4 | $3.41M | Sell |
44,647
-429
| -1% | -$32.8K | 1.83% | 14 |
|
|
2023
Q3 | $3.26M | Sell |
45,076
-1,230
| -3% | -$88.9K | 1.95% | 14 |
|
|
2023
Q2 | $3.48M | Buy |
46,306
+3,058
| +7% | +$230K | 2.68% | 12 |
|
|
2023
Q1 | $3.32M | Buy |
43,248
+22,253
| +106% | +$1.71M | 1.78% | 15 |
|
|
2022
Q4 | $1.56M | Sell |
20,995
-1,083
| -5% | -$80.5K | 0.88% | 18 |
|
|
2022
Q3 | $1.62M | Sell |
22,078
-1,440
| -6% | -$106K | 1.1% | 18 |
|
|
2022
Q2 | $1.83M | Sell |
23,518
-728
| -3% | -$56.5K | 1.07% | 18 |
|
|
2022
Q1 | $1.99M | Buy |
24,246
+706
| +3% | +$57.8K | 1.02% | 18 |
|
|
2021
Q4 | $2.06M | Sell |
23,540
-2,344
| -9% | -$205K | 1.02% | 18 |
|
|
2021
Q3 | $2.32M | Sell |
25,884
-269
| -1% | -$24.1K | 1.21% | 17 |
|
|
2021
Q2 | $2.35M | Sell |
26,153
-84
| -0.3% | -$7.56K | 0.95% | 17 |
|
|
2021
Q1 | $2.33M | Sell |
26,237
-13,604
| -34% | -$1.21M | 1.25% | 17 |
|
|
2020
Q4 | $3.7M | Buy |
39,841
+2,726
| +7% | +$253K | 2.13% | 15 |
|
|
2020
Q3 | $3.47M | Sell |
37,115
-2,177
| -6% | -$203K | 2.21% | 13 |
|
|
2020
Q2 | $3.66M | Buy |
39,292
+3,290
| +9% | +$307K | 2.33% | 11 |
|
|
2020
Q1 | $3.22M | Sell |
36,002
-4,449
| -11% | -$397K | 2.33% | 9 |
|
|
2019
Q4 | $3.53M | Buy |
40,451
+1,999
| +5% | +$174K | 2.09% | 12 |
|
|
2019
Q3 | $3.38M | Buy |
38,452
+5,001
| +15% | +$440K | 2.09% | 10 |
|
|
2019
Q2 | $2.89M | Buy |
33,451
+320
| +1% | +$27.7K | 1.84% | 14 |
|
|
2019
Q1 | $2.78M | Buy |
33,131
+14,306
| +76% | +$1.2M | 1.85% | 16 |
|
|
2018
Q4 | $1.53M | Sell |
18,825
-164
| -0.9% | -$13.3K | 1.15% | 18 |
|
|
2018
Q3 | $1.53M | Sell |
18,989
-108
| -0.6% | -$8.69K | 1.08% | 18 |
|
|
2018
Q2 | $1.55M | Sell |
19,097
-301
| -2% | -$24.4K | 1.15% | 17 |
|
|
2018
Q1 | $1.59M | Buy |
19,398
+2,525
| +15% | +$206K | 1.27% | 17 |
|
|
2017
Q4 | $1.41M | Buy |
16,873
+274
| +2% | +$23K | 1.11% | 18 |
|
|
2017
Q3 | $1.41M | Sell |
16,599
-2,139
| -11% | -$181K | 1.32% | 18 |
|
|
2017
Q2 | $1.58M | Sell |
18,738
-289
| -2% | -$24.4K | 1.45% | 16 |
|
|
2017
Q1 | $1.59M | Buy |
+19,027
| New | +$1.59M | 1.56% | 16 |
|