Boys Arnold & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,464
| Closed | -$220K | – | 23 |
|
|
2020
Q1 | $220K | Buy |
+2,464
| New | +$220K | 0.04% | 232 |
|
|
2019
Q2 | – | Sell |
-3,619
| Closed | -$304K | – | 269 |
|
|
2019
Q1 | $304K | Buy |
3,619
+19
| +0.5% | +$1.6K | 0.05% | 230 |
|
|
2018
Q4 | $292K | Sell |
3,600
-835
| -19% | -$67.7K | 0.05% | 223 |
|
|
2018
Q3 | $356K | Hold |
4,435
| – | – | 0.05% | 224 |
|
|
2018
Q2 | $359K | Hold |
4,435
| – | – | 0.05% | 227 |
|
|
2018
Q1 | $358K | Hold |
4,435
| – | – | 0.05% | 233 |
|
|
2017
Q4 | $372K | Buy |
4,435
+790
| +22% | +$66.3K | 0.06% | 230 |
|
|
2017
Q3 | $309K | Hold |
3,645
| – | – | 0.05% | 240 |
|
|
2017
Q2 | $308K | Hold |
3,645
| – | – | 0.04% | 238 |
|
|
2017
Q1 | $305K | Hold |
3,645
| – | – | 0.05% | 241 |
|
|
2016
Q4 | $303K | Hold |
3,645
| – | – | 0.05% | 236 |
|
|
2016
Q3 | $320K | Buy |
3,645
+670
| +23% | +$58.8K | 0.05% | 232 |
|
|
2016
Q2 | $262K | Buy |
+2,975
| New | +$262K | 0.05% | 242 |
|
|
2016
Q1 | – | Sell |
-6,150
| Closed | -$511K | – | 148 |
|
|
2015
Q4 | $511K | Buy |
6,150
+3,075
| +100% | +$256K | 0.06% | 195 |
|
|
2015
Q3 | $261K | Hold |
3,075
| – | – | 0.05% | 200 |
|
|
2015
Q2 | $258K | Buy |
3,075
+300
| +11% | +$25.2K | 0.05% | 200 |
|
|
2015
Q1 | $239K | Buy |
+2,775
| New | +$239K | 0.05% | 199 |
|