WWM
Wiser 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-160,442
| Closed | -$12.2M | – | 32 |
|
|
2023
Q4 | $12.2M | Buy |
160,442
+10,796
| +7% | +$818K | 4.43% | 9 |
|
|
2023
Q3 | $10.8M | Buy |
149,646
+6,053
| +4% | +$438K | 4.4% | 8 |
|
|
2023
Q2 | $10.8M | Buy |
143,593
+2,739
| +2% | +$206K | 4.34% | 10 |
|
|
2023
Q1 | $10.8M | Buy |
140,854
+12,723
| +10% | +$976K | 4.62% | 8 |
|
|
2022
Q4 | $9.52M | Buy |
128,131
+2,226
| +2% | +$165K | 4.4% | 8 |
|
|
2022
Q3 | $9.25M | Buy |
125,905
+9,637
| +8% | +$708K | 4.84% | 8 |
|
|
2022
Q2 | $9.03M | Buy |
116,268
+8,982
| +8% | +$697K | 4.68% | 8 |
|
|
2022
Q1 | $8.79M | Buy |
107,286
+7,371
| +7% | +$604K | 4.05% | 9 |
|
|
2021
Q4 | $8.76M | Buy |
99,915
+7,640
| +8% | +$669K | 4.28% | 9 |
|
|
2021
Q3 | $8.25M | Buy |
92,275
+12,619
| +16% | +$1.13M | 4.4% | 9 |
|
|
2021
Q2 | $7.17M | Buy |
79,656
+8,352
| +12% | +$751K | 4.36% | 8 |
|
|
2021
Q1 | $6.33M | Buy |
71,304
+12,794
| +22% | +$1.14M | 4.35% | 8 |
|
|
2020
Q4 | $5.43M | Buy |
+58,510
| New | +$5.43M | 4.07% | 9 |
|