AdvicePeriod’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $16.9M | Sell |
187,594
-3,501
| -2% | -$315K | 1.1% | 21 |
|
|
2021
Q1 | $17M | Buy |
191,095
+7,659
| +4% | +$680K | 1.2% | 20 |
|
|
2020
Q4 | $17M | Buy |
183,436
+3,328
| +2% | +$309K | 1.31% | 20 |
|
|
2020
Q3 | $16.8M | Buy |
180,108
+16,959
| +10% | +$1.59M | 1.53% | 17 |
|
|
2020
Q2 | $15.2M | Sell |
163,149
-2,827
| -2% | -$263K | 1.66% | 18 |
|
|
2020
Q1 | $14.8M | Sell |
165,976
-5,644
| -3% | -$504K | 1.55% | 18 |
|
|
2019
Q4 | $15M | Buy |
171,620
+2,942
| +2% | +$257K | 1.31% | 19 |
|
|
2019
Q3 | $14.8M | Buy |
168,678
+3,939
| +2% | +$347K | 1.37% | 19 |
|
|
2019
Q2 | $14.3M | Buy |
164,739
+2,963
| +2% | +$256K | 1.33% | 19 |
|
|
2019
Q1 | $13.6M | Buy |
161,776
+71,838
| +80% | +$6.03M | 1.3% | 20 |
|
|
2018
Q4 | $7.31M | Sell |
89,938
-10,136
| -10% | -$824K | 0.83% | 25 |
|
|
2018
Q3 | $8.05M | Buy |
100,074
+5,521
| +6% | +$444K | 0.88% | 25 |
|
|
2018
Q2 | $7.66M | Buy |
94,553
+1,139
| +1% | +$92.2K | 1.22% | 22 |
|
|
2018
Q1 | $7.64M | Buy |
93,414
+8,100
| +9% | +$662K | 1.32% | 21 |
|
|
2017
Q4 | $7.15M | Buy |
+85,314
| New | +$7.15M | 1.36% | 18 |
|