Berger Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,561
| Closed | -$210K | – | 247 |
|
|
2022
Q1 | $210K | Sell |
2,561
-1,147
| -31% | -$94.1K | 0.03% | 255 |
|
|
2021
Q4 | $325K | Sell |
3,708
-1,061
| -22% | -$93K | 0.04% | 197 |
|
|
2021
Q3 | $427K | Sell |
4,769
-10
| -0.2% | -$895 | 0.08% | 130 |
|
|
2021
Q2 | $430K | Buy |
4,779
+90
| +2% | +$8.1K | 0.08% | 132 |
|
|
2021
Q1 | $416K | Sell |
4,689
-630
| -12% | -$55.9K | 0.09% | 129 |
|
|
2020
Q4 | $494K | Buy |
+5,319
| New | +$494K | 0.09% | 129 |
|