AWM
Aevitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-300
| Closed | -$25K | – | 124 |
|
|
2019
Q1 | $25K | Hold |
300
| – | – | 0.02% | 240 |
|
|
2018
Q4 | $24K | Hold |
300
| – | – | 0.02% | 235 |
|
|
2018
Q3 | $24K | Hold |
300
| – | – | 0.02% | 270 |
|
|
2018
Q2 | $24K | Hold |
300
| – | – | 0.02% | 257 |
|
|
2018
Q1 | $25K | Hold |
300
| – | – | 0.03% | 234 |
|
|
2017
Q4 | $25K | Buy |
+300
| New | +$25K | 0.02% | 238 |
|