Capital Directions Investment Advisors’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 | $35.2K | Buy |
+474
| New | +$35.2K | 0.01% | 142 |
|
|
2022
Q3 | – | Sell |
-225
| Closed | -$17K | – | 214 |
|
|
2022
Q2 | $17K | Buy |
+225
| New | +$17K | 0.01% | 186 |
|
|
2021
Q4 | – | Sell |
-183
| Closed | -$16K | – | 77 |
|
|
2021
Q3 | $16K | Hold |
183
| – | – | ﹤0.01% | 217 |
|
|
2021
Q2 | $16K | Buy |
+183
| New | +$16K | ﹤0.01% | 187 |
|
|
2018
Q3 | – | Sell |
-812
| Closed | -$66K | – | 154 |
|
|
2018
Q2 | $66K | Buy |
+812
| New | +$66K | 0.03% | 62 |
|
|
2017
Q3 | – | Sell |
-335
| Closed | -$28K | – | 103 |
|
|
2017
Q2 | $28K | Buy |
+335
| New | +$28K | 0.01% | 72 |
|