Baystate 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
Q4 | $24.6K | Sell |
321
-5
| -2% | -$383 | ﹤0.01% | 516 |
|
|
2023
Q3 | $23.6K | Sell |
326
-50
| -13% | -$3.62K | ﹤0.01% | 454 |
|
|
2023
Q2 | $28.4K | Buy |
376
+193
| +105% | +$14.6K | ﹤0.01% | 409 |
|
|
2023
Q1 | $14K | Buy |
183
+92
| +101% | +$7.06K | ﹤0.01% | 504 |
|
|
2022
Q4 | $7K | Sell |
91
-440
| -83% | -$33.8K | ﹤0.01% | 636 |
|
|
2022
Q3 | $39K | Buy |
531
+441
| +490% | +$32.4K | ﹤0.01% | 333 |
|
|
2022
Q2 | $7K | Buy |
90
+1
| +1% | +$78 | ﹤0.01% | 616 |
|
|
2022
Q1 | $7K | Buy |
89
+20
| +29% | +$1.57K | ﹤0.01% | 619 |
|
|
2021
Q4 | $6K | Buy |
69
+4
| +6% | +$348 | ﹤0.01% | 622 |
|
|
2021
Q3 | $6K | Hold |
65
| – | – | ﹤0.01% | 574 |
|
|
2021
Q2 | $6K | Buy |
+65
| New | +$6K | ﹤0.01% | 552 |
|
|
2020
Q2 | – | Sell |
-8
| Closed | -$1K | – | 658 |
|
|
2020
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 534 |
|