First Personal Financial Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $310K | Hold |
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|
2024
Q2 | $296K | Hold |
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|
2024
Q1 | $298K | Hold |
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|
2023
Q4 | $302K | Hold |
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|
2023
Q3 | $286K | Hold |
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|
2023
Q2 | $297K | Sell |
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|
2023
Q1 | $317K | Sell |
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|
2022
Q4 | $318K | Sell |
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|
2022
Q3 | $319K | Hold |
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|
2022
Q2 | $337K | Sell |
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|
2022
Q1 | $385K | Sell |
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|
2021
Q4 | $422K | Sell |
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|
2021
Q3 | $454K | Sell |
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|
2021
Q2 | $477K | Buy |
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|
2021
Q1 | $464K | Buy |
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|
2020
Q4 | $481K | Hold |
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|
2020
Q3 | $485K | Sell |
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|
2020
Q2 | $509K | Sell |
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|
2020
Q1 | $532K | Sell |
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|
2019
Q4 | $527K | Sell |
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|
2019
Q3 | $598K | Hold |
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|
2019
Q2 | $588K | Sell |
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|
2019
Q1 | $617K | Sell |
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|
2018
Q4 | $639K | Sell |
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|
2018
Q3 | $708K | Sell |
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|
2018
Q2 | $785K | Sell |
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|
2018
Q1 | $952K | Sell |
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|
2017
Q4 | $1.09M | Sell |
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|
2017
Q3 | $1.22M | Sell |
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|
2017
Q2 | $1.34M | Buy |
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|
2017
Q1 | $1.29M | Sell |
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|
2016
Q4 | $1.41M | Buy |
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|
2016
Q3 | $1.48M | Buy |
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|
2016
Q2 | $1.45M | Sell |
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|
2016
Q1 | $1.42M | Sell |
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|
2015
Q4 | $1.46M | Sell |
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|
2015
Q3 | $1.55M | Buy |
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|
2015
Q2 | $1.53M | Sell |
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|
2015
Q1 | $1.67M | Sell |
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|
2014
Q4 | $1.67M | Buy |
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