FIS
Fischer Investment Strategies’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,115
| Closed | -$233K | – | 30 |
|
|
2024
Q2 | $233K | Sell |
3,115
-123,660
| -98% | -$9.26M | 0.23% | 23 |
|
|
2024
Q1 | $9.56M | Sell |
126,775
-40,717
| -24% | -$3.07M | 8.36% | 5 |
|
|
2023
Q4 | $12.8M | Buy |
167,492
+6,885
| +4% | +$526K | 9.67% | 5 |
|
|
2023
Q3 | $11.6M | Sell |
160,607
-3,715
| -2% | -$269K | 11.79% | 2 |
|
|
2023
Q2 | $12.4M | Buy |
+164,322
| New | +$12.4M | 11.33% | 2 |
|