Essex Private Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
2021
Q4
$614K Sell
2021
Q3
$959K Sell
2021
Q2
$1.96M Sell
2021
Q1
$2.1M Sell
2020
Q4
$2.33M Buy
2020
Q3
$2.17M Buy
2020
Q2
$691K Buy