Fullen Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $21.2M | Buy |
275,356
+12,360
| +5% | +$953K | 11.45% | 1 |
|
|
2022
Q4 | $20.2M | Buy |
262,996
+28,154
| +12% | +$2.16M | 11.47% | 1 |
|
|
2022
Q3 | $17.1M | Buy |
234,842
+5,738
| +3% | +$418K | 10.89% | 1 |
|
|
2022
Q2 | $17.8M | Buy |
229,104
+5,203
| +2% | +$404K | 11.46% | 1 |
|
|
2022
Q1 | $18.3M | Buy |
223,901
+1,451
| +0.7% | +$119K | 10.7% | 1 |
|
|
2021
Q4 | $19.5M | Buy |
222,450
+5,603
| +3% | +$491K | 10.87% | 1 |
|
|
2021
Q3 | $19.3M | Buy |
216,847
+21,261
| +11% | +$1.89M | 11.02% | 1 |
|
|
2021
Q2 | $17.6M | Buy |
195,586
+11,635
| +6% | +$1.05M | 10.36% | 1 |
|
|
2021
Q1 | $16.3M | Buy |
183,951
+17,243
| +10% | +$1.53M | 10.44% | 1 |
|
|
2020
Q4 | $15.5M | Buy |
166,708
+10,411
| +7% | +$967K | 10.5% | 1 |
|
|
2020
Q3 | $14.6M | Buy |
156,297
+6,386
| +4% | +$597K | 11.13% | 1 |
|
|
2020
Q2 | $14M | Buy |
+149,911
| New | +$14M | 11.59% | 1 |
|