Capstone Financial Group’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
2020
Q3
$715K Sell
7,683
-295
-4% -$27.5K 0.55% 45
2020
Q2
$744K Sell
7,978
-898
-10% -$83.7K 0.61% 43
2020
Q1
$793K Buy
8,876
+7,357
+484% +$657K 0.82% 40
2019
Q4
$132K Buy
+1,519
New +$132K 0.13% 93