CMC 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
Q1 | – | Sell |
-7,228
| Closed | -$630K | – | 31 |
|
|
2019
Q4 | $630K | Hold |
7,228
| – | – | 0.54% | 20 |
|
|
2019
Q3 | $636K | Hold |
7,228
| – | – | 0.84% | 18 |
|
|
2019
Q2 | $625K | Sell |
7,228
-158,803
| -96% | -$13.7M | 0.8% | 21 |
|
|
2019
Q1 | $13.9M | Sell |
166,031
-167,406
| -50% | -$14.1M | 12.97% | 3 |
|
|
2018
Q4 | $27.1M | Buy |
+333,437
| New | +$27.1M | 27.54% | 2 |
|