AFS
Axiom Financial Strategies’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 |
-117,062
| Closed | -$10.3M | – | 78 |
|
|
2021
Q4 | $10.3M | Buy |
117,062
+5,922
| +5% | +$519K | 4.66% | 7 |
|
|
2021
Q3 | $9.94M | Sell |
111,140
-27,019
| -20% | -$2.42M | 4.68% | 7 |
|
|
2021
Q2 | $12.4M | Buy |
138,159
+2,401
| +2% | +$216K | 5.73% | 6 |
|
|
2021
Q1 | $12M | Buy |
135,758
+27,364
| +25% | +$2.43M | 5.92% | 7 |
|
|
2020
Q4 | $10.1M | Hold |
108,394
| – | – | 6.09% | 5 |
|
|
2020
Q3 | $10.1M | Sell |
108,394
-1,102
| -1% | -$103K | 6.09% | 5 |
|
|
2020
Q2 | $10.2M | Buy |
109,496
+10,809
| +11% | +$1.01M | 6.65% | 4 |
|
|
2020
Q1 | $8.82M | Buy |
+98,687
| New | +$8.82M | 7.12% | 3 |
|