D. Scott Neal’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
Q4 | – | Sell |
-486
| Closed | -$41K | – | 168 |
|
2017
Q3 | $41K | Sell |
486
-10
| -2% | -$844 | 0.02% | 87 |
|
2017
Q2 | $42K | Hold |
496
| – | – | 0.03% | 99 |
|
2017
Q1 | $41K | Sell |
496
-267
| -35% | -$22.1K | 0.03% | 87 |
|
2016
Q4 | $63K | Hold |
763
| – | – | 0.04% | 71 |
|
2016
Q3 | $67K | Sell |
763
-626
| -45% | -$55K | 0.05% | 65 |
|
2016
Q2 | $122K | Sell |
1,389
-334
| -19% | -$29.3K | 0.11% | 45 |
|
2016
Q1 | $149K | Hold |
1,723
| – | – | 0.14% | 36 |
|
2015
Q4 | $143K | Buy |
+1,723
| New | +$143K | 0.11% | 38 |
|