BWM
Brickley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-80,092
| Closed | -$7.02M | – | 47 |
|
|
2021
Q4 | $7.02M | Buy |
80,092
+8,818
| +12% | +$773K | 1.5% | 15 |
|
|
2021
Q3 | $6.38M | Buy |
71,274
+1,578
| +2% | +$141K | 1.6% | 15 |
|
|
2021
Q2 | $6.27M | Buy |
69,696
+3,753
| +6% | +$338K | 1.58% | 15 |
|
|
2021
Q1 | $5.85M | Buy |
65,943
+1,476
| +2% | +$131K | 1.57% | 15 |
|
|
2020
Q4 | $5.99M | Buy |
64,467
+5,983
| +10% | +$556K | 1.65% | 15 |
|
|
2020
Q3 | $5.45M | Buy |
58,484
+3,854
| +7% | +$359K | 1.52% | 13 |
|
|
2020
Q2 | $5.09M | Sell |
54,630
-1,091
| -2% | -$102K | 1.71% | 15 |
|
|
2020
Q1 | $4.98M | Buy |
55,721
+4,134
| +8% | +$369K | 2.07% | 15 |
|
|
2019
Q4 | $4.5M | Buy |
51,587
+1,266
| +3% | +$110K | 1.64% | 15 |
|
|
2019
Q3 | $4.43M | Buy |
50,321
+1,014
| +2% | +$89.2K | 1.81% | 14 |
|
|
2019
Q2 | $4.27M | Buy |
49,307
+7,450
| +18% | +$644K | 1.78% | 14 |
|
|
2019
Q1 | $3.51M | Buy |
41,857
+1,606
| +4% | +$135K | 1.55% | 14 |
|
|
2018
Q4 | $3.27M | Buy |
40,251
+12,472
| +45% | +$1.01M | 1.6% | 14 |
|
|
2018
Q3 | $2.24M | Buy |
27,779
+5,079
| +22% | +$409K | 1.05% | 15 |
|
|
2018
Q2 | $1.84M | Buy |
22,700
+6,908
| +44% | +$559K | 0.85% | 17 |
|
|
2018
Q1 | $1.29M | Buy |
15,792
+12,093
| +327% | +$989K | 0.65% | 17 |
|
|
2017
Q4 | $310K | Buy |
+3,699
| New | +$310K | 0.16% | 20 |
|