EisnerAmper Wealth Management Corporate Benefits’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,013
| Closed | -$218K | – | 69 |
|
|
2023
Q3 | $218K | Sell |
3,013
-44,284
| -94% | -$3.2M | 0.1% | 56 |
|
|
2023
Q2 | $3.56M | Sell |
47,297
-1,422
| -3% | -$107K | 1.7% | 18 |
|
|
2023
Q1 | $3.74M | Buy |
48,719
+1,044
| +2% | +$80.1K | 1.81% | 19 |
|
|
2022
Q4 | $3.54M | Buy |
47,675
+318
| +0.7% | +$23.6K | 1.81% | 16 |
|
|
2022
Q3 | $3.48M | Sell |
47,357
-205
| -0.4% | -$15.1K | 1.98% | 16 |
|
|
2022
Q2 | $3.69M | Buy |
47,562
+3,547
| +8% | +$275K | 1.96% | 15 |
|
|
2022
Q1 | $3.61M | Buy |
44,015
+291
| +0.7% | +$23.8K | 1.73% | 18 |
|
|
2021
Q4 | $3.83M | Sell |
43,724
-170
| -0.4% | -$14.9K | 1.74% | 16 |
|
|
2021
Q3 | $3.93M | Buy |
43,894
+9,476
| +28% | +$848K | 1.98% | 14 |
|
|
2021
Q2 | $3.1M | Buy |
34,418
+3,141
| +10% | +$283K | 1.56% | 20 |
|
|
2021
Q1 | $2.78M | Buy |
31,277
+2,303
| +8% | +$204K | 1.5% | 20 |
|
|
2020
Q4 | $2.69M | Buy |
28,974
+1,455
| +5% | +$135K | 1.54% | 21 |
|
|
2020
Q3 | $2.57M | Buy |
+27,519
| New | +$2.57M | 1.69% | 18 |
|