Essex Private Wealth Management’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
Q1 | – | Sell |
-7,012
| Closed | -$614K | – | 37 |
|
|
2021
Q4 | $614K | Sell |
7,012
-3,716
| -35% | -$325K | 0.52% | 35 |
|
|
2021
Q3 | $959K | Sell |
10,728
-11,085
| -51% | -$991K | 0.87% | 22 |
|
|
2021
Q2 | $1.96M | Sell |
21,813
-1,884
| -8% | -$169K | 1.79% | 15 |
|
|
2021
Q1 | $2.1M | Sell |
23,697
-1,451
| -6% | -$129K | 2.01% | 15 |
|
|
2020
Q4 | $2.33M | Buy |
25,148
+1,973
| +9% | +$183K | 2.28% | 15 |
|
|
2020
Q3 | $2.17M | Buy |
23,175
+15,750
| +212% | +$1.47M | 2.24% | 14 |
|
|
2020
Q2 | $691K | Buy |
+7,425
| New | +$691K | 0.8% | 28 |
|