Concert Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-12,545
| Closed | -$1.04M | – | 490 |
|
|
2016
Q4 | $1.04M | Sell |
12,545
-474
| -4% | -$39.4K | 0.23% | 125 |
|
|
2016
Q3 | $1.15M | Sell |
13,019
-4,565
| -26% | -$402K | 0.14% | 187 |
|
|
2016
Q2 | $1.55M | Buy |
17,584
+611
| +4% | +$53.8K | 0.21% | 126 |
|
|
2016
Q1 | $1.47M | Buy |
+16,973
| New | +$1.47M | 0.2% | 128 |
|
|
2015
Q4 | – | Sell |
-2,900
| Closed | -$248K | – | 685 |
|
|
2015
Q3 | $248K | Buy |
+2,900
| New | +$248K | 0.03% | 542 |
|
|
2015
Q1 | – | Sell |
-5,968
| Closed | -$506K | – | 499 |
|
|
2014
Q4 | $506K | Buy |
5,968
+1
| +0% | +$85 | 0.08% | 320 |
|
|
2014
Q3 | $504K | Buy |
5,967
+33
| +0.6% | +$2.79K | 0.07% | 258 |
|
|
2014
Q2 | $493K | Sell |
5,934
-406
| -6% | -$33.7K | 0.06% | 277 |
|
|
2014
Q1 | $528K | Buy |
6,340
+3
| +0% | +$250 | 0.07% | 258 |
|
|
2013
Q4 | $518K | Sell |
6,337
-3,472
| -35% | -$284K | 0.07% | 250 |
|
|
2013
Q3 | $821K | Sell |
9,809
-5,158
| -34% | -$432K | 0.12% | 157 |
|
|
2013
Q2 | $1.25M | Buy |
+14,967
| New | +$1.25M | 0.19% | 73 |
|