Beaumont Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,688
| Closed | -$223K | – | 182 |
|
|
2016
Q4 | $223K | Hold |
2,688
| – | – | 0.03% | 144 |
|
|
2016
Q3 | $236K | Hold |
2,688
| – | – | 0.04% | 128 |
|
|
2016
Q2 | $237K | Hold |
2,688
| – | – | 0.04% | 125 |
|
|
2016
Q1 | $232K | Hold |
2,688
| – | – | 0.04% | 119 |
|
|
2015
Q4 | $223K | Hold |
2,688
| – | – | 0.04% | 112 |
|
|
2015
Q3 | $225K | Hold |
2,688
| – | – | 0.03% | 123 |
|
|
2015
Q2 | $225K | Hold |
2,688
| – | – | 0.03% | 123 |
|
|
2015
Q1 | $232K | Hold |
2,688
| – | – | 0.01% | 138 |
|
|
2014
Q4 | $228K | Hold |
2,688
| – | – | 0.01% | 143 |
|
|
2014
Q3 | $226K | Sell |
2,688
-2,693
| -50% | -$226K | 0.01% | 147 |
|
|
2014
Q2 | $456K | Buy |
+5,381
| New | +$456K | 0.03% | 126 |
|