Essex Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,335
| Closed | -$255K | – | 542 |
|
|
2023
Q4 | $255K | Buy |
+3,335
| New | +$255K | 0.03% | 433 |
|
|
2022
Q4 | – | Sell |
-3,067
| Closed | -$225K | – | 479 |
|
|
2022
Q3 | $225K | Buy |
3,067
+246
| +9% | +$18K | 0.03% | 406 |
|
|
2022
Q2 | $219K | Buy |
+2,821
| New | +$219K | 0.02% | 437 |
|
|
2016
Q4 | – | Sell |
-2,412
| Closed | -$211K | – | 324 |
|
|
2016
Q3 | $211K | Buy |
+2,412
| New | +$211K | 0.05% | 282 |
|