BWM
Birchcreek Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,524
| Closed | -$226K | – | 122 |
|
|
2021
Q3 | $226K | Sell |
2,524
-296
| -10% | -$26.5K | 0.21% | 108 |
|
|
2021
Q2 | $254K | Sell |
2,820
-42
| -1% | -$3.78K | 0.24% | 95 |
|
|
2021
Q1 | $254K | Buy |
2,862
+135
| +5% | +$12K | 0.27% | 90 |
|
|
2020
Q4 | $253K | Buy |
+2,727
| New | +$253K | 0.25% | 84 |
|