FWM
Frontier Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $570K | Sell |
7,339
-1,111
| -13% | -$86.3K | 0.04% | 225 |
|
|
2022
Q1 | $674K | Sell |
8,450
-2,834
| -25% | -$226K | 0.01% | 212 |
|
|
2021
Q4 | $989K | Buy |
11,284
+1,801
| +19% | +$158K | 0.07% | 194 |
|
|
2021
Q3 | $848K | Sell |
9,483
-1,255
| -12% | -$112K | 0.06% | 203 |
|
|
2021
Q2 | $966K | Buy |
10,738
+291
| +3% | +$26.2K | 0.07% | 187 |
|
|
2021
Q1 | $927K | Buy |
10,447
+145
| +1% | +$12.9K | 0.07% | 174 |
|
|
2020
Q4 | $957K | Buy |
10,302
+1,985
| +24% | +$184K | 0.08% | 162 |
|
|
2020
Q3 | $777K | Buy |
8,317
+820
| +11% | +$76.6K | 0.07% | 174 |
|
|
2020
Q2 | $699K | Buy |
+7,497
| New | +$699K | 0.06% | 176 |
|
|
2019
Q2 | – | Sell |
-26,637
| Closed | -$2.24M | – | 315 |
|
|
2019
Q1 | $2.24M | Buy |
26,637
+494
| +2% | +$41.5K | 0.3% | 74 |
|
|
2018
Q4 | $2.13M | Sell |
26,143
-4,934
| -16% | -$401K | 0.32% | 76 |
|
|
2018
Q3 | $2.5M | Sell |
31,077
-1,260
| -4% | -$101K | 0.24% | 70 |
|
|
2018
Q2 | $2.62M | Sell |
32,337
-3,905
| -11% | -$316K | 0.37% | 60 |
|
|
2018
Q1 | $2.96M | Sell |
36,242
-1,138
| -3% | -$93K | 0.41% | 56 |
|
|
2017
Q4 | $3.13M | Sell |
37,380
-2,270
| -6% | -$190K | 0.5% | 47 |
|
|
2017
Q3 | $3.36M | Sell |
39,650
-1,149
| -3% | -$97.3K | 0.48% | 52 |
|
|
2017
Q2 | $3.45M | Sell |
40,799
-5,748
| -12% | -$486K | 0.53% | 50 |
|
|
2017
Q1 | $3.89M | Sell |
46,547
-7,862
| -14% | -$657K | 0.6% | 49 |
|
|
2016
Q4 | $4.52M | Sell |
54,409
-7,857
| -13% | -$653K | 0.74% | 33 |
|
|
2016
Q3 | $5.46M | Sell |
62,266
-14,389
| -19% | -$1.26M | 0.83% | 25 |
|
|
2016
Q2 | $6.75M | Sell |
76,655
-6,314
| -8% | -$556K | 1.08% | 17 |
|
|
2016
Q1 | $7.16M | Sell |
82,969
-6,697
| -7% | -$578K | 0.6% | 15 |
|
|
2015
Q4 | $7.45M | Sell |
89,666
-10,648
| -11% | -$884K | 1.2% | 16 |
|
|
2015
Q3 | $8.51M | Sell |
100,314
-2,002
| -2% | -$170K | 1.34% | 12 |
|
|
2015
Q2 | $8.58M | Sell |
102,316
-2,200
| -2% | -$185K | 1.32% | 14 |
|
|
2015
Q1 | $9.01M | Buy |
104,516
+334
| +0.3% | +$28.8K | 1.45% | 11 |
|
|
2014
Q4 | $8.82M | Buy |
+104,182
| New | +$8.82M | 1.66% | 9 |
|