Coyle Financial Counsel’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 |
-5,640
| Closed | -$492K | – | 48 |
|
|
2019
Q4 | $492K | Sell |
5,640
-15
| -0.3% | -$1.31K | 0.46% | 41 |
|
|
2019
Q3 | $498K | Buy |
5,655
+227
| +4% | +$20K | 0.51% | 42 |
|
|
2019
Q2 | $470K | Sell |
5,428
-700
| -11% | -$60.6K | 0.42% | 45 |
|
|
2019
Q1 | $514K | Buy |
6,128
+284
| +5% | +$23.8K | 0.5% | 36 |
|
|
2018
Q4 | $475K | Buy |
+5,844
| New | +$475K | 0.5% | 36 |
|
|
2018
Q3 | – | Sell |
-5,655
| Closed | -$458K | – | 61 |
|
|
2018
Q2 | $458K | Buy |
5,655
+148
| +3% | +$12K | 0.43% | 38 |
|
|
2018
Q1 | $450K | Buy |
+5,507
| New | +$450K | 0.47% | 35 |
|
|
2017
Q2 | $434K | Sell |
5,131
-54,839
| -91% | -$4.64M | 0.58% | 29 |
|
|
2017
Q1 | $5.01M | Sell |
59,970
-7,595
| -11% | -$635K | 6.54% | 3 |
|
|
2016
Q4 | $5.61M | Sell |
67,565
-6,999
| -9% | -$581K | 12.1% | 2 |
|
|
2016
Q3 | $6.49M | Sell |
74,564
-4,874
| -6% | -$424K | 9.36% | 1 |
|
|
2016
Q2 | $7M | Sell |
79,438
-4,550
| -5% | -$401K | 10.1% | 1 |
|
|
2016
Q1 | $7.25M | Sell |
83,988
-9,937
| -11% | -$857K | 11.52% | 1 |
|
|
2015
Q4 | $7.8M | Sell |
93,925
-666
| -0.7% | -$55.3K | 7.65% | 4 |
|
|
2015
Q3 | $8.03M | Buy |
94,591
+44,307
| +88% | +$3.76M | 7.54% | 4 |
|
|
2015
Q2 | $4.22M | Buy |
50,284
+320
| +0.6% | +$26.8K | 4.73% | 7 |
|
|
2015
Q1 | $4.31M | Buy |
+49,964
| New | +$4.31M | 4.79% | 8 |
|