AmeriServ Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,507
| Closed | -$220K | – | 36 |
|
|
2016
Q3 | $220K | Buy |
+2,507
| New | +$220K | 0.28% | 60 |
|
|
2015
Q3 | – | Sell |
-300
| Closed | -$25K | – | 71 |
|
|
2015
Q2 | $25K | Buy |
+300
| New | +$25K | 0.03% | 111 |
|
|
2015
Q1 | – | Sell |
-6,000
| Closed | -$508K | – | 94 |
|
|
2014
Q4 | $508K | Hold |
6,000
| – | – | 0.49% | 52 |
|
|
2014
Q3 | $506K | Hold |
6,000
| – | – | 0.87% | 46 |
|
|
2014
Q2 | $508K | Buy |
+6,000
| New | +$508K | 0.55% | 53 |
|