CJA
C-J Advisory’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $4.18M | Buy |
46,771
+3,106
| +7% | +$278K | 2.22% | 15 |
|
|
2021
Q2 | $3.93M | Buy |
43,665
+2,364
| +6% | +$213K | 2.11% | 16 |
|
|
2021
Q1 | $3.66M | Buy |
41,301
+2,849
| +7% | +$253K | 2.14% | 16 |
|
|
2020
Q4 | $3.57M | Buy |
38,452
+2,715
| +8% | +$252K | 2.23% | 16 |
|
|
2020
Q3 | $3.34M | Sell |
35,737
-227
| -0.6% | -$21.2K | 2.43% | 15 |
|
|
2020
Q2 | $3.35M | Buy |
35,964
+897
| +3% | +$83.5K | 2.53% | 15 |
|
|
2020
Q1 | $3.13M | Sell |
35,067
-8,454
| -19% | -$755K | 2.83% | 12 |
|
|
2019
Q4 | $3.8M | Buy |
43,521
+1,656
| +4% | +$144K | 2.26% | 13 |
|
|
2019
Q3 | $3.68M | Buy |
41,865
+324
| +0.8% | +$28.5K | 2.32% | 12 |
|
|
2019
Q2 | $3.59M | Buy |
41,541
+358
| +0.9% | +$31K | 2.32% | 12 |
|
|
2019
Q1 | $3.43M | Sell |
41,183
-885
| -2% | -$73.8K | 2.23% | 12 |
|
|
2018
Q4 | $3.42M | Buy |
42,068
+2,142
| +5% | +$174K | 2.5% | 12 |
|
|
2018
Q3 | $3.21M | Buy |
39,926
+632
| +2% | +$50.9K | 2.17% | 14 |
|
|
2018
Q2 | $3.18M | Buy |
39,294
+405
| +1% | +$32.8K | 2.23% | 13 |
|
|
2018
Q1 | $3.17M | Buy |
38,889
+1,384
| +4% | +$113K | 2.3% | 12 |
|
|
2017
Q4 | $3.14M | Buy |
37,505
+4,608
| +14% | +$386K | 2.29% | 13 |
|
|
2017
Q3 | $2.79M | Buy |
32,897
+916
| +3% | +$77.5K | 2.07% | 16 |
|
|
2017
Q2 | $2.7M | Buy |
31,981
+855
| +3% | +$72.3K | 2.09% | 15 |
|
|
2017
Q1 | $2.6M | Buy |
31,126
+1,152
| +4% | +$96.3K | 2.13% | 15 |
|
|
2016
Q4 | $2.49M | Buy |
29,974
+1,958
| +7% | +$163K | 2.18% | 15 |
|
|
2016
Q3 | $2.46M | Buy |
+28,016
| New | +$2.46M | 2.19% | 15 |
|