DA
Doliver Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,555
| Closed | -$572K | – | 167 |
|
|
2019
Q4 | $572K | Buy |
+6,555
| New | +$572K | 0.23% | 47 |
|
|
2019
Q3 | – | Sell |
-5,062
| Closed | -$438K | – | 150 |
|
|
2019
Q2 | $438K | Buy |
5,062
+1,378
| +37% | +$119K | 0.17% | 48 |
|
|
2019
Q1 | $309K | Sell |
3,684
-2,353
| -39% | -$197K | 0.12% | 67 |
|
|
2018
Q4 | $491K | Buy |
+6,037
| New | +$491K | 0.24% | 56 |
|