Burleson & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $4.85M | Hold |
65,306
| – | – | 1.21% | 22 |
|
|
2022
Q3 | $4.8M | Buy |
65,306
+725
| +1% | +$53.3K | 1.03% | 25 |
|
|
2022
Q2 | $5.02M | Buy |
64,581
+6,366
| +11% | +$494K | 1.09% | 26 |
|
|
2022
Q1 | $4.77M | Sell |
58,215
-13,058
| -18% | -$1.07M | 0.77% | 34 |
|
|
2021
Q4 | $6.25M | Buy |
71,273
+4,627
| +7% | +$405K | 0.91% | 28 |
|
|
2021
Q3 | $5.96M | Buy |
66,646
+8,130
| +14% | +$727K | 0.89% | 28 |
|
|
2021
Q2 | $5.26M | Buy |
58,516
+3,854
| +7% | +$347K | 0.77% | 27 |
|
|
2021
Q1 | $4.85M | Buy |
54,662
+10,610
| +24% | +$941K | 0.79% | 23 |
|
|
2020
Q4 | $4.09M | Buy |
44,052
+1,857
| +4% | +$172K | 0.71% | 28 |
|
|
2020
Q3 | $3.93M | Buy |
+42,195
| New | +$3.93M | 0.74% | 31 |
|