AMI Investment Management’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
Q1 | – | Sell |
-68,162
| Closed | -$5.54M | – | 45 |
|
|
2015
Q4 | $5.54M | Buy |
68,162
+55,907
| +456% | +$4.54M | 4.37% | 5 |
|
|
2015
Q3 | $996K | Buy |
12,255
+2,300
| +23% | +$187K | 0.87% | 33 |
|
|
2015
Q2 | $804K | Buy |
9,955
+2,090
| +27% | +$169K | 0.67% | 33 |
|
|
2015
Q1 | $631K | Buy |
7,865
+2,500
| +47% | +$201K | 0.5% | 33 |
|
|
2014
Q4 | $427K | Buy |
+5,365
| New | +$427K | 0.35% | 33 |
|