Windward Private Wealth Management’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
Q2
$24.2M Buy
2025
Q1
$23.1M Buy
2024
Q4
$22.2M Buy
2024
Q3
$22.8M Buy
2024
Q2
$21.5M Buy
2024
Q1
$20.8M Buy
2023
Q4
$19.9M Buy
2023
Q3
$18M Buy
2023
Q2
$18.4M Buy
2023
Q1
$18.6M Buy
2022
Q4
$17.8M Buy
2022
Q3
$16.8M Sell
2022
Q2
$21.1M Buy
2022
Q1
$21.8M Sell
2021
Q4
$24.4M Buy
2021
Q3
$23.7M Buy
2021
Q2
$22.4M Buy
2021
Q1
$18M Buy
2020
Q4
$17M Buy