3D/L Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,762
Closed -$283K 83
2023
Q2
$283K Sell
3,762
-2,368
-39% -$178K 0.08% 78
2023
Q1
$470K Sell
6,130
-1,916
-24% -$147K 0.12% 63
2022
Q4
$598K Buy
8,046
+121
+2% +$8.99K 0.16% 53
2022
Q3
$582K Sell
7,925
-19
-0.2% -$1.4K 0.17% 46
2022
Q2
$617K Buy
7,944
+351
+5% +$27.3K 0.17% 47
2022
Q1
$622K Buy
7,593
+1,745
+30% +$143K 0.15% 58
2021
Q4
$512K Sell
5,848
-32
-0.5% -$2.8K 0.12% 73
2021
Q3
$526K Buy
5,880
+384
+7% +$34.4K 0.13% 64
2021
Q2
$494K Buy
5,496
+868
+19% +$78K 0.12% 70
2021
Q1
$411K Buy
+4,628
New +$411K 0.1% 72