Domani Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,115
| Closed | -$276K | – | 122 |
|
|
2021
Q1 | $276K | Sell |
3,115
-2,308
| -43% | -$204K | 0.05% | 115 |
|
|
2020
Q4 | $504K | Sell |
5,423
-7,527
| -58% | -$700K | 0.1% | 68 |
|
|
2020
Q3 | $1.21M | Sell |
12,950
-3,949
| -23% | -$369K | 0.27% | 40 |
|
|
2020
Q2 | $1.58M | Hold |
16,899
| – | – | 0.37% | 35 |
|
|
2020
Q1 | $1.51M | Buy |
+16,899
| New | +$1.51M | 0.4% | 33 |
|
|
2019
Q1 | – | Sell |
-3,002
| Closed | -$244K | – | 112 |
|
|
2018
Q4 | $244K | Hold |
3,002
| – | – | 0.11% | 87 |
|
|
2018
Q3 | $242K | Hold |
3,002
| – | – | 0.1% | 91 |
|
|
2018
Q2 | $243K | Hold |
3,002
| – | – | 0.11% | 93 |
|
|
2018
Q1 | $245K | Buy |
+3,002
| New | +$245K | 0.1% | 94 |
|