Bluestem 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,847
| Closed | -$233K | – | 28 |
|
|
2022
Q1 | $233K | Hold |
2,847
| – | – | 0.15% | 27 |
|
|
2021
Q4 | $249K | Hold |
2,847
| – | – | 0.15% | 23 |
|
|
2021
Q3 | $255K | Hold |
2,847
| – | – | 0.17% | 24 |
|
|
2021
Q2 | $256K | Hold |
2,847
| – | – | 0.17% | 25 |
|
|
2021
Q1 | $253K | Hold |
2,847
| – | – | 0.18% | 25 |
|
|
2020
Q4 | $264K | Buy |
+2,847
| New | +$264K | 0.19% | 25 |
|
|
2020
Q2 | – | Sell |
-2,313
| Closed | -$207K | – | 25 |
|
|
2020
Q1 | $207K | Sell |
2,313
-2,911
| -56% | -$261K | 0.22% | 19 |
|
|
2019
Q4 | $456K | Buy |
+5,224
| New | +$456K | 0.41% | 13 |
|