DT Investment Partners’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-5,582
| Closed | -$457K | – | 146 |
|
2022
Q1 | $457K | Sell |
5,582
-221
| -4% | -$18.1K | 0.06% | 117 |
|
2021
Q4 | $508K | Buy |
5,803
+1,988
| +52% | +$174K | 0.07% | 101 |
|
2021
Q3 | $341K | Buy |
3,815
+140
| +4% | +$12.5K | 0.05% | 118 |
|
2021
Q2 | $331K | Hold |
3,675
| – | – | 0.05% | 104 |
|
2021
Q1 | $326K | Buy |
+3,675
| New | +$326K | 0.05% | 108 |
|