AA
Addison Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-240
| Closed | -$18K | – | 839 |
|
|
2024
Q2 | $18K | Hold |
240
| – | – | 0.01% | 498 |
|
|
2024
Q1 | $18.1K | Hold |
240
| – | – | 0.01% | 465 |
|
|
2023
Q4 | $18.3K | Hold |
240
| – | – | 0.01% | 456 |
|
|
2023
Q3 | $17.4K | Hold |
240
| – | – | 0.01% | 436 |
|
|
2023
Q2 | $18.1K | Sell |
240
-89
| -27% | -$6.7K | 0.01% | 419 |
|
|
2023
Q1 | $25.2K | Buy |
329
+89
| +37% | +$6.83K | 0.01% | 369 |
|
|
2022
Q4 | $17.8K | Hold |
240
| – | – | 0.01% | 389 |
|
|
2022
Q3 | $18K | Hold |
240
| – | – | 0.01% | 363 |
|
|
2022
Q2 | $19K | Sell |
240
-100
| -29% | -$7.92K | 0.01% | 362 |
|
|
2022
Q1 | $28K | Hold |
340
| – | – | 0.02% | 358 |
|
|
2021
Q4 | $30K | Hold |
340
| – | – | 0.02% | 292 |
|
|
2021
Q3 | $30K | Hold |
340
| – | – | 0.02% | 225 |
|
|
2021
Q2 | $31K | Buy |
+340
| New | +$31K | 0.03% | 224 |
|
|
2020
Q4 | $32K | Buy |
+340
| New | +$32K | 0.03% | 212 |
|