FAM
Foothills Asset Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-6,145
| Closed | -$510K | – | 58 |
|
|
2016
Q4 | $510K | Sell |
6,145
-20,740
| -77% | -$1.72M | 0.39% | 50 |
|
|
2016
Q3 | $2.36M | Sell |
26,885
-1,210
| -4% | -$106K | 1.78% | 25 |
|
|
2016
Q2 | $2.47M | Sell |
28,095
-910
| -3% | -$80.1K | 1.95% | 20 |
|
|
2016
Q1 | $2.5M | Sell |
29,005
-5
| -0% | -$431 | 2.11% | 21 |
|
|
2015
Q4 | $2.41M | Sell |
29,010
-995
| -3% | -$82.7K | 2.3% | 21 |
|
|
2015
Q3 | $2.55M | Sell |
30,005
-1,030
| -3% | -$87.4K | 2.66% | 14 |
|
|
2015
Q2 | $2.6M | Sell |
31,035
-1,790
| -5% | -$150K | 2.2% | 17 |
|
|
2015
Q1 | $2.83M | Buy |
32,825
+750
| +2% | +$64.7K | 2.29% | 17 |
|
|
2014
Q4 | $2.72M | Sell |
32,075
-1,025
| -3% | -$86.8K | 2.23% | 18 |
|
|
2014
Q3 | $2.79M | Sell |
33,100
-725
| -2% | -$61.1K | 2.27% | 15 |
|
|
2014
Q2 | $2.87M | Buy |
+33,825
| New | +$2.87M | 2.21% | 16 |
|