Baker Avenue Asset 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
Q4 | – | Sell |
-988
| Closed | -$71.4K | – | 484 |
|
|
2023
Q3 | $71.4K | Buy |
+988
| New | +$71.4K | ﹤0.01% | 475 |
|
|
2018
Q3 | – | Sell |
-12,737
| Closed | -$1.03M | – | 251 |
|
|
2018
Q2 | $1.03M | Sell |
12,737
-6,813
| -35% | -$551K | 0.09% | 157 |
|
|
2018
Q1 | $1.6M | Sell |
19,550
-2,035
| -9% | -$166K | 0.15% | 104 |
|
|
2017
Q4 | $1.81M | Buy |
21,585
+15,665
| +265% | +$1.31M | 0.17% | 93 |
|
|
2017
Q3 | $501K | Buy |
+5,920
| New | +$501K | 0.06% | 168 |
|