EWM
EPG Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-599
| Closed | -$44K | – | 381 |
|
|
2022
Q3 | $44K | Buy |
+599
| New | +$44K | 0.02% | 262 |
|
|
2022
Q2 | – | Sell |
-37
| Closed | -$3K | – | 228 |
|
|
2022
Q1 | $3K | Buy |
+37
| New | +$3K | ﹤0.01% | 376 |
|
|
2020
Q2 | – | Sell |
-664
| Closed | -$59K | – | 197 |
|
|
2020
Q1 | $59K | Buy |
+664
| New | +$59K | 0.04% | 247 |
|