Atticus Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-885
| Closed | -$66.6K | – | 586 |
|
|
2023
Q2 | $66.6K | Sell |
885
-250
| -22% | -$18.8K | 0.02% | 228 |
|
|
2023
Q1 | $87.1K | Buy |
1,135
+39
| +4% | +$2.99K | 0.03% | 187 |
|
|
2022
Q4 | $81.5K | Sell |
1,096
-3,453
| -76% | -$257K | 0.03% | 194 |
|
|
2022
Q3 | $353K | Hold |
4,549
| – | – | 0.17% | 79 |
|
|
2022
Q2 | $353K | Sell |
4,549
-1,174
| -21% | -$91.1K | 0.15% | 93 |
|
|
2022
Q1 | $469K | Buy |
5,723
+498
| +10% | +$40.8K | 0.17% | 90 |
|
|
2021
Q4 | $458K | Buy |
5,225
+778
| +17% | +$68.2K | 0.18% | 78 |
|
|
2021
Q3 | $398K | Buy |
4,447
+2,984
| +204% | +$267K | 0.17% | 68 |
|
|
2021
Q2 | $132K | Buy |
1,463
+900
| +160% | +$81.2K | 0.06% | 143 |
|
|
2021
Q1 | $50K | Buy |
563
+28
| +5% | +$2.49K | 0.02% | 212 |
|
|
2020
Q4 | $50K | Buy |
+535
| New | +$50K | 0.03% | 212 |
|