CPA
Clear Perspective Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-685
| Closed | -$59K | – | 136 |
|
|
2019
Q3 | $59K | Hold |
685
| – | – | 0.03% | 145 |
|
|
2019
Q2 | $59K | Buy |
+685
| New | +$59K | 0.04% | 174 |
|
|
2018
Q3 | – | Sell |
-985
| Closed | -$80K | – | 170 |
|
|
2018
Q2 | $80K | Hold |
985
| – | – | 0.06% | 213 |
|
|
2018
Q1 | $81K | Sell |
985
-2,315
| -70% | -$190K | 0.06% | 207 |
|
|
2017
Q4 | $277K | Buy |
3,300
+185
| +6% | +$15.5K | 0.21% | 111 |
|
|
2017
Q3 | $264K | Hold |
3,115
| – | – | 0.22% | 110 |
|
|
2017
Q2 | $263K | Buy |
3,115
+250
| +9% | +$21.1K | 0.22% | 105 |
|
|
2017
Q1 | $240K | Hold |
2,865
| – | – | 0.16% | 111 |
|
|
2016
Q4 | $238K | Buy |
+2,865
| New | +$238K | 0.16% | 114 |
|