Echo Wealth Management, LLC BIV holdings history
VANGUARD INTERMEDIATE-TERM B · CUSIP 921937819 · CIK 1846994
As of 2026-06-30, Echo Wealth Management, LLC reported 3.38K BIV (shares), valued at $259.17K, or 0.13% of its reported non-derivative portfolio. Filed 2026-07-24.
Verify history & sources →Shares unchanged; reported value decreased 0.62%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.13% | 3,379 | SEC filing ↗Filed Jul 24, 2026 |
| Q1 2026 | 0.15% | 3,379 | SEC filing ↗Filed Apr 21, 2026 |
| Q4 2025 | 0.15% | 3,379 | SEC filing ↗Filed Jan 22, 2026 |
| Q3 2025 | 0.29% | 6,467 | SEC filing ↗Filed Oct 22, 2025 |
| Q2 2025 | 0.38% | 8,056 | SEC filing ↗Filed Jul 22, 2025 |
| Q1 2025 | 0.48% | 9,305 | SEC filing ↗Filed Apr 22, 2025 |
| Q4 2024 | 5.73% | 110,885 | SEC filing ↗Filed Jan 21, 2025 |
| Q3 2024 | 6.03% | 112,216 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | 5.93% | 104,992 | SEC filing ↗Filed Jul 17, 2024 |
| Q1 2024 | 6.05% | 96,697 | SEC filing ↗Filed Apr 22, 2024 |
| Q4 2023 | 6.51% | 92,058 | SEC filing ↗Filed Jan 17, 2024 |
| Q3 2023 | 14.37% | 184,509 | SEC filing ↗Filed Oct 20, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 14.37% | 184,509 | $13.34M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 20, 2023 |
| Q4 2023 | 6.51% | 92,058 | $6.98M | Shares decreased 50.11%; reported value decreased 47.71%, and weight changed -7.86 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 17, 2024 |
| Q1 2024 | 6.05% | 96,697 | $7.29M | Shares increased 5.04%; reported value increased 4.50%, and weight changed -0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2024 |
| Q2 2024 | 5.93% | 104,992 | $7.86M | Shares increased 8.58%; reported value increased 7.84%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2024 |
| Q3 2024 | 6.03% | 112,216 | $8.63M | Shares increased 6.88%; reported value increased 9.75%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | 5.73% | 110,885 | $8.29M | Shares decreased 1.19%; reported value decreased 3.97%, and weight changed -0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2025 |
| Q1 2025 | 0.48% | 9,305 | $712.48K | Shares decreased 91.61%; reported value decreased 91.40%, and weight changed -5.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2025 |
| Q2 2025 | 0.38% | 8,056 | $623.05K | Shares decreased 13.42%; reported value decreased 12.55%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2025 |
| Q3 2025 | 0.29% | 6,467 | $505.01K | Shares decreased 19.72%; reported value decreased 18.95%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2025 |
| Q4 2025 | 0.15% | 3,379 | $263.16K | Shares decreased 47.75%; reported value decreased 47.89%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2026 |
| Q1 2026 | 0.15% | 3,379 | $260.79K | Shares unchanged; reported value decreased 0.90%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2026 |
| Q2 2026 | 0.13% | 3,379 | $259.17K | Shares unchanged; reported value decreased 0.62%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2026 |
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