Cobblestone Capital 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
Q2 | – | Sell |
-2,550
| Closed | -$209K | – | 254 |
|
|
2022
Q1 | $209K | Hold |
2,550
| – | – | 0.01% | 245 |
|
|
2021
Q4 | $223K | Hold |
2,550
| – | – | 0.01% | 243 |
|
|
2021
Q3 | $228K | Hold |
2,550
| – | – | 0.02% | 237 |
|
|
2021
Q2 | $229K | Hold |
2,550
| – | – | 0.02% | 242 |
|
|
2021
Q1 | $226K | Hold |
2,550
| – | – | 0.02% | 238 |
|
|
2020
Q4 | $237K | Buy |
+2,550
| New | +$237K | 0.02% | 229 |
|