WPWM
Windward Private Wealth Management’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 | $24.2M | Buy |
312,463
+10,221
| +3% | +$790K | 8.71% | 5 |
|
|
2025
Q1 | $23.1M | Buy |
302,242
+5,014
| +2% | +$384K | 9.02% | 5 |
|
|
2024
Q4 | $22.2M | Buy |
297,228
+6,902
| +2% | +$516K | 8.66% | 5 |
|
|
2024
Q3 | $22.8M | Buy |
290,326
+2,583
| +0.9% | +$202K | 8.72% | 5 |
|
|
2024
Q2 | $21.5M | Buy |
287,743
+11,804
| +4% | +$884K | 8.72% | 4 |
|
|
2024
Q1 | $20.8M | Buy |
275,939
+15,597
| +6% | +$1.18M | 8.5% | 5 |
|
|
2023
Q4 | $19.9M | Buy |
260,342
+11,623
| +5% | +$888K | 8.34% | 5 |
|
|
2023
Q3 | $18M | Buy |
248,719
+3,839
| +2% | +$278K | 8.14% | 4 |
|
|
2023
Q2 | $18.4M | Buy |
244,880
+2,967
| +1% | +$223K | 8.16% | 5 |
|
|
2023
Q1 | $18.6M | Buy |
241,913
+2,497
| +1% | +$192K | 7.92% | 5 |
|
|
2022
Q4 | $17.8M | Buy |
239,416
+10,286
| +4% | +$764K | 7.88% | 6 |
|
|
2022
Q3 | $16.8M | Sell |
229,130
-42,199
| -16% | -$3.1M | 8.1% | 5 |
|
|
2022
Q2 | $21.1M | Buy |
271,329
+4,943
| +2% | +$384K | 9.68% | 3 |
|
|
2022
Q1 | $21.8M | Sell |
266,386
-11,563
| -4% | -$947K | 9.01% | 4 |
|
|
2021
Q4 | $24.4M | Buy |
277,949
+12,756
| +5% | +$1.12M | 9.4% | 4 |
|
|
2021
Q3 | $23.7M | Buy |
265,193
+16,005
| +6% | +$1.43M | 9.65% | 4 |
|
|
2021
Q2 | $22.4M | Buy |
249,188
+46,743
| +23% | +$4.21M | 9.2% | 4 |
|
|
2021
Q1 | $18M | Buy |
202,445
+19,126
| +10% | +$1.7M | 7.97% | 5 |
|
|
2020
Q4 | $17M | Buy |
+183,319
| New | +$17M | 7.95% | 5 |
|