Allegis Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $583K | Sell |
7,128
-5,631
| -44% | -$461K | 0.18% | 111 |
|
|
2017
Q4 | $1.07M | Buy |
12,759
+1,663
| +15% | +$139K | 0.32% | 89 |
|
|
2017
Q3 | $939K | Buy |
11,096
+1,845
| +20% | +$156K | 0.22% | 104 |
|
|
2017
Q2 | $782K | Buy |
9,251
+714
| +8% | +$60.4K | 0.2% | 115 |
|
|
2017
Q1 | $714K | Buy |
8,537
+2,363
| +38% | +$198K | 0.19% | 126 |
|
|
2016
Q4 | $513K | Buy |
6,174
+1,886
| +44% | +$157K | 0.16% | 145 |
|
|
2016
Q3 | $376K | Buy |
+4,288
| New | +$376K | 0.15% | 154 |
|