Financial Perspectives’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-268
| Closed | -$20.6K | – | 687 |
|
|
2023
Q1 | $20.6K | Hold |
268
| – | – | 0.01% | 356 |
|
|
2022
Q4 | $19.9K | Hold |
268
| – | – | 0.01% | 360 |
|
|
2022
Q3 | $19.7K | Hold |
268
| – | – | 0.01% | 348 |
|
|
2022
Q2 | $20.8K | Hold |
268
| – | – | 0.01% | 342 |
|
|
2022
Q1 | $21.9K | Hold |
268
| – | – | 0.01% | 355 |
|
|
2021
Q4 | $23.5K | Hold |
268
| – | – | 0.01% | 338 |
|
|
2021
Q3 | $24K | Hold |
268
| – | – | 0.01% | 335 |
|
|
2021
Q2 | $24.1K | Sell |
268
-23,512
| -99% | -$2.12M | 0.01% | 356 |
|
|
2021
Q1 | $268K | Buy |
23,780
+23,512
| +8,773% | +$265K | 0.01% | 368 |
|
|
2020
Q4 | $24.9K | Hold |
268
| – | – | 0.01% | 310 |
|
|
2020
Q3 | $25.1K | Hold |
268
| – | – | 0.02% | 264 |
|
|
2020
Q2 | $25K | Hold |
268
| – | – | 0.02% | 251 |
|
|
2020
Q1 | $23.9K | Hold |
268
| – | – | 0.02% | 222 |
|
|
2019
Q4 | $23.4K | Buy |
+268
| New | +$23.4K | 0.02% | 241 |
|