Dowling & Yahnke’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
Q4 | – | Sell |
-4,129
| Closed | -$369K | – | 381 |
|
|
2021
Q3 | $369K | Sell |
4,129
-130
| -3% | -$11.6K | 0.02% | 290 |
|
|
2021
Q2 | $383K | Buy |
4,259
+225
| +6% | +$20.2K | 0.02% | 282 |
|
|
2021
Q1 | $358K | Sell |
4,034
-515
| -11% | -$45.7K | 0.02% | 272 |
|
|
2020
Q4 | $422K | Sell |
4,549
-320
| -7% | -$29.7K | 0.03% | 256 |
|
|
2020
Q3 | $455K | Buy |
4,869
+600
| +14% | +$56.1K | 0.04% | 237 |
|
|
2020
Q2 | $398K | Buy |
4,269
+50
| +1% | +$4.66K | 0.03% | 245 |
|
|
2020
Q1 | $377K | Sell |
4,219
-1,582
| -27% | -$141K | 0.04% | 235 |
|
|
2019
Q4 | $506K | Hold |
5,801
| – | – | 0.04% | 234 |
|
|
2019
Q3 | $510K | Buy |
5,801
+106
| +2% | +$9.32K | 0.04% | 232 |
|
|
2019
Q2 | $493K | Buy |
5,695
+600
| +12% | +$51.9K | 0.04% | 234 |
|
|
2019
Q1 | $428K | Hold |
5,095
| – | – | 0.04% | 211 |
|
|
2018
Q4 | $408K | Hold |
5,095
| – | – | 0.04% | 207 |
|
|
2018
Q3 | $410K | Buy |
+5,095
| New | +$410K | 0.04% | 235 |
|