Accel 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-152
| Closed | -$11.7K | – | 241 |
|
|
2023
Q1 | $11.7K | Sell |
152
-561
| -79% | -$43.1K | ﹤0.01% | 846 |
|
|
2022
Q4 | $53K | Buy |
713
+88
| +14% | +$6.54K | 0.03% | 352 |
|
|
2022
Q3 | $47K | Hold |
625
| – | – | 0.03% | 381 |
|
|
2022
Q2 | $49K | Buy |
625
+476
| +319% | +$37.3K | 0.03% | 351 |
|
|
2022
Q1 | $12K | Buy |
149
+1
| +0.7% | +$81 | 0.01% | 674 |
|
|
2021
Q4 | $13K | Buy |
148
+108
| +270% | +$9.49K | 0.01% | 651 |
|
|
2021
Q3 | $4K | Sell |
40
-145
| -78% | -$14.5K | ﹤0.01% | 757 |
|
|
2021
Q2 | $17K | Sell |
185
-86
| -32% | -$7.9K | 0.01% | 582 |
|
|
2021
Q1 | $24K | Buy |
271
+45
| +20% | +$3.99K | 0.02% | 455 |
|
|
2020
Q4 | $21K | Buy |
+226
| New | +$21K | 0.02% | 473 |
|