Advocacy Wealth Management Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-5,000
| Closed | -$438K | – | 314 |
|
|
2016
Q3 | $438K | Hold |
5,000
| – | – | 0.17% | 36 |
|
|
2016
Q2 | $440K | Hold |
5,000
| – | – | 0.22% | 38 |
|
|
2016
Q1 | $431K | Buy |
+5,000
| New | +$431K | 0.3% | 55 |
|
|
2013
Q3 | $575K | Buy |
6,885
+2,975
| +76% | +$248K | 1.57% | 12 |
|
|
2013
Q2 | $326K | Buy |
+3,910
| New | +$326K | 1.3% | 21 |
|