AWM
Aries 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-15,799
| Closed | -$1.38M | – | 85 |
|
|
2021
Q4 | $1.38M | Buy |
15,799
+280
| +2% | +$24.5K | 0.53% | 53 |
|
|
2021
Q3 | $1.39M | Buy |
15,519
+1,308
| +9% | +$117K | 0.59% | 47 |
|
|
2021
Q2 | $1.28M | Buy |
14,211
+2,106
| +17% | +$189K | 0.55% | 49 |
|
|
2021
Q1 | $1.08M | Buy |
12,105
+5,881
| +94% | +$523K | 0.48% | 57 |
|
|
2020
Q4 | $572K | Buy |
6,224
+1,797
| +41% | +$165K | 0.29% | 82 |
|
|
2020
Q3 | $414K | Buy |
4,427
+265
| +6% | +$24.8K | 0.24% | 91 |
|
|
2020
Q2 | $388K | Buy |
+4,162
| New | +$388K | 0.24% | 88 |
|