Executive 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
2019
Q3
Sell
-793
Closed -$69K 197
2019
Q2
$69K Buy
793
+323
+69% +$28.1K 0.01% 249
2019
Q1
$39K Sell
470
-1,187
-72% -$98.5K 0.01% 303
2018
Q4
$135K Buy
+1,657
New +$135K 0.02% 168