BWA
BDO Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $321K | Sell |
4,272
-1,500
| -26% | -$113K | 0.04% | 212 |
|
|
2023
Q1 | $443K | Sell |
5,772
-1,375
| -19% | -$106K | 0.05% | 176 |
|
|
2022
Q4 | $531K | Sell |
7,147
-8,525
| -54% | -$634K | 0.07% | 170 |
|
|
2022
Q3 | $1.15M | Sell |
15,672
-2,950
| -16% | -$217K | 0.15% | 118 |
|
|
2022
Q2 | $1.45M | Sell |
18,622
-6,931
| -27% | -$538K | 0.18% | 106 |
|
|
2022
Q1 | $2.09M | Sell |
25,553
-1,857
| -7% | -$152K | 0.22% | 85 |
|
|
2021
Q4 | $2.4M | Sell |
27,410
-2,100
| -7% | -$184K | 0.25% | 75 |
|
|
2021
Q3 | $2.64M | Sell |
29,510
-272
| -0.9% | -$24.3K | 0.29% | 64 |
|
|
2021
Q2 | $2.68M | Sell |
29,782
-14
| -0% | -$1.26K | 0.3% | 61 |
|
|
2021
Q1 | $2.64M | Sell |
29,796
-8
| -0% | -$710 | 0.31% | 58 |
|
|
2020
Q4 | $2.77M | Sell |
29,804
-150
| -0.5% | -$13.9K | 0.39% | 45 |
|
|
2020
Q3 | $2.8M | Buy |
29,954
+277
| +0.9% | +$25.9K | 0.46% | 38 |
|
|
2020
Q2 | $2.77M | Sell |
29,677
-1,296
| -4% | -$121K | 0.49% | 38 |
|
|
2020
Q1 | $2.77M | Sell |
30,973
-1,595
| -5% | -$142K | 0.56% | 34 |
|
|
2019
Q4 | $2.84M | Sell |
32,568
-1,921
| -6% | -$168K | 0.73% | 29 |
|
|
2019
Q3 | $3.04M | Sell |
34,489
-237
| -0.7% | -$20.9K | 0.78% | 27 |
|
|
2019
Q2 | $3M | Sell |
34,726
-4,776
| -12% | -$413K | 0.82% | 27 |
|
|
2019
Q1 | $3.32M | Sell |
39,502
-9,577
| -20% | -$804K | 0.96% | 25 |
|
|
2018
Q4 | $3.99M | Buy |
49,079
+48,779
| +16,260% | +$3.97M | 1.37% | 17 |
|
|
2018
Q3 | $24K | Sell |
300
-300
| -50% | -$24K | 0.01% | 361 |
|
|
2018
Q2 | $49K | Hold |
600
| – | – | 0.02% | 302 |
|
|
2018
Q1 | $49K | Buy |
+600
| New | +$49K | 0.02% | 255 |
|