EWM
Evermay 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 |
-1,121
| Closed | -$82K | – | 572 |
|
|
2022
Q3 | $82K | Sell |
1,121
-328
| -23% | -$24K | 0.02% | 235 |
|
|
2022
Q2 | $113K | Sell |
1,449
-35,667
| -96% | -$2.78M | 0.02% | 208 |
|
|
2022
Q1 | $3.04M | Buy |
37,116
+35,823
| +2,771% | +$2.93M | 0.51% | 23 |
|
|
2021
Q4 | $113K | Buy |
+1,293
| New | +$113K | 0.02% | 221 |
|