First Foundation Advisors’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 |
-2,405
| Closed | -$211K | – | 427 |
|
|
2021
Q4 | $211K | Hold |
2,405
| – | – | 0.01% | 409 |
|
|
2021
Q3 | $215K | Hold |
2,405
| – | – | 0.01% | 413 |
|
|
2021
Q2 | $216K | Hold |
2,405
| – | – | 0.01% | 417 |
|
|
2021
Q1 | $213K | Sell |
2,405
-73
| -3% | -$6.47K | 0.01% | 387 |
|
|
2020
Q4 | $230K | Buy |
2,478
+73
| +3% | +$6.78K | 0.01% | 364 |
|
|
2020
Q3 | $225K | Hold |
2,405
| – | – | 0.01% | 338 |
|
|
2020
Q2 | $224K | Hold |
2,405
| – | – | 0.01% | 322 |
|
|
2020
Q1 | $215K | Buy |
+2,405
| New | +$215K | 0.01% | 314 |
|