Beam Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-10,815
| Closed | -$967K | – | 92 |
|
|
2021
Q3 | $967K | Buy |
10,815
+494
| +5% | +$44.2K | 0.83% | 37 |
|
|
2021
Q2 | $929K | Sell |
10,321
-2,553
| -20% | -$230K | 0.8% | 42 |
|
|
2021
Q1 | $1.14M | Sell |
12,874
-16,260
| -56% | -$1.44M | 1.02% | 31 |
|
|
2020
Q4 | $2.71M | Buy |
29,134
+653
| +2% | +$60.6K | 2.55% | 6 |
|
|
2020
Q3 | $2.66M | Buy |
28,481
+307
| +1% | +$28.7K | 2.49% | 7 |
|
|
2020
Q2 | $2.63M | Buy |
28,174
+15,870
| +129% | +$1.48M | 2.64% | 5 |
|
|
2020
Q1 | $1.1M | Buy |
12,304
+8,344
| +211% | +$745K | 1.09% | 26 |
|
|
2019
Q4 | $345K | Buy |
+3,960
| New | +$345K | 0.32% | 98 |
|