DI
Disciplined Investments’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-301
| Closed | -$23K | – | 1244 |
|
|
2022
Q2 | $23K | Sell |
301
-188
| -38% | -$14.4K | 0.01% | 305 |
|
|
2022
Q1 | $40K | Sell |
489
-210
| -30% | -$17.2K | 0.02% | 253 |
|
|
2021
Q4 | $61K | Hold |
699
| – | – | 0.03% | 190 |
|
|
2021
Q3 | $63K | Hold |
699
| – | – | 0.03% | 177 |
|
|
2021
Q2 | $63K | Buy |
699
+210
| +43% | +$18.9K | 0.03% | 180 |
|
|
2021
Q1 | $43K | Hold |
489
| – | – | 0.03% | 186 |
|
|
2020
Q4 | $45K | Hold |
489
| – | – | 0.03% | 158 |
|
|
2020
Q3 | $46K | Hold |
489
| – | – | 0.03% | 161 |
|
|
2020
Q2 | $46K | Sell |
489
-175
| -26% | -$16.5K | 0.04% | 168 |
|
|
2020
Q1 | $59K | Sell |
664
-158
| -19% | -$14K | 0.06% | 140 |
|
|
2019
Q4 | $72K | Buy |
+822
| New | +$72K | 0.06% | 140 |
|