AWM
Aspire 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
Q4 | – | Sell |
-544
| Closed | -$40K | – | 193 |
|
|
2022
Q3 | $40K | Hold |
544
| – | – | 0.04% | 114 |
|
|
2022
Q2 | $42K | Sell |
544
-216
| -28% | -$16.7K | 0.04% | 119 |
|
|
2022
Q1 | $62K | Buy |
760
+231
| +44% | +$18.8K | 0.05% | 111 |
|
|
2021
Q4 | $46K | Buy |
+529
| New | +$46K | 0.04% | 124 |
|