CFA
Cahill Financial Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-894
| Closed | -$80K | – | 287 |
|
|
2021
Q3 | $80K | Buy |
+894
| New | +$80K | 0.02% | 284 |
|
|
2017
Q4 | – | Sell |
-23,919
| Closed | -$2.03M | – | 137 |
|
|
2017
Q3 | $2.03M | Sell |
23,919
-1,232
| -5% | -$104K | 1.07% | 28 |
|
|
2017
Q2 | $2.13M | Sell |
25,151
-582
| -2% | -$49.2K | 1.18% | 26 |
|
|
2017
Q1 | $2.15M | Sell |
25,733
-5,224
| -17% | -$437K | 1.24% | 27 |
|
|
2016
Q4 | $2.57M | Buy |
30,957
+6,365
| +26% | +$529K | 1.57% | 20 |
|
|
2016
Q3 | $2.16M | Buy |
24,592
+13,677
| +125% | +$1.2M | 1.4% | 23 |
|
|
2016
Q2 | $962K | Buy |
10,915
+2,118
| +24% | +$187K | 0.67% | 39 |
|
|
2016
Q1 | $759K | Buy |
+8,797
| New | +$759K | 0.57% | 46 |
|