Boltwood Capital Management’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
Q4 | – | Sell |
-2,367
| Closed | -$200K | – | 122 |
|
2017
Q3 | $200K | Hold |
2,367
| – | – | 0.13% | 118 |
|
2017
Q2 | $200K | Sell |
2,367
-121
| -5% | -$10.2K | 0.14% | 116 |
|
2017
Q1 | $208K | Hold |
2,488
| – | – | 0.15% | 108 |
|
2016
Q4 | $206K | Sell |
2,488
-1,174
| -32% | -$97.2K | 0.16% | 104 |
|
2016
Q3 | $321K | Hold |
3,662
| – | – | 0.26% | 93 |
|
2016
Q2 | $323K | Sell |
3,662
-440
| -11% | -$38.8K | 0.27% | 90 |
|
2016
Q1 | $354K | Sell |
4,102
-75
| -2% | -$6.47K | 0.31% | 84 |
|
2015
Q4 | $347K | Buy |
+4,177
| New | +$347K | 0.32% | 80 |
|