Brooks Moore & Associates’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 |
-3,192
| Closed | -$261K | – | 90 |
|
|
2022
Q1 | $261K | Sell |
3,192
-1,200
| -27% | -$98.1K | 0.16% | 88 |
|
|
2021
Q4 | $385K | Sell |
4,392
-225
| -5% | -$19.7K | 0.23% | 77 |
|
|
2021
Q3 | $413K | Hold |
4,617
| – | – | 0.27% | 69 |
|
|
2021
Q2 | $415K | Hold |
4,617
| – | – | 0.26% | 72 |
|
|
2021
Q1 | $410K | Hold |
4,617
| – | – | 0.28% | 71 |
|
|
2020
Q4 | $429K | Hold |
4,617
| – | – | 0.33% | 71 |
|
|
2020
Q3 | $432K | Hold |
4,617
| – | – | 0.37% | 62 |
|
|
2020
Q2 | $430K | Hold |
4,617
| – | – | 0.4% | 58 |
|
|
2020
Q1 | $412K | Hold |
4,617
| – | – | 0.44% | 66 |
|
|
2019
Q4 | $403K | Hold |
4,617
| – | – | 0.32% | 73 |
|
|
2019
Q3 | $406K | Sell |
4,617
-200
| -4% | -$17.6K | 0.34% | 73 |
|
|
2019
Q2 | $417K | Buy |
4,817
+50
| +1% | +$4.33K | 0.36% | 74 |
|
|
2019
Q1 | $400K | Hold |
4,767
| – | – | 0.37% | 68 |
|
|
2018
Q4 | $388K | Buy |
+4,767
| New | +$388K | 0.39% | 64 |
|