Girard Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-7,052
| Closed | -$573K | – | 236 |
|
|
2018
Q4 | $573K | Sell |
7,052
-10,829
| -61% | -$880K | 0.12% | 142 |
|
|
2018
Q3 | $1.44M | Sell |
17,881
-4,665
| -21% | -$375K | 0.26% | 96 |
|
|
2018
Q2 | $1.83M | Buy |
22,546
+233
| +1% | +$18.9K | 0.34% | 82 |
|
|
2018
Q1 | $1.83M | Sell |
22,313
-33,312
| -60% | -$2.72M | 0.43% | 66 |
|
|
2017
Q4 | $4.66M | Buy |
55,625
+3,081
| +6% | +$258K | 0.89% | 33 |
|
|
2017
Q3 | $4.45M | Buy |
52,544
+465
| +0.9% | +$39.4K | 0.92% | 35 |
|
|
2017
Q2 | $4.4M | Buy |
52,079
+4,019
| +8% | +$340K | 0.95% | 34 |
|
|
2017
Q1 | $4.02M | Buy |
48,060
+41,398
| +621% | +$3.46M | 0.97% | 30 |
|
|
2016
Q4 | $553K | Buy |
+6,662
| New | +$553K | 0.16% | 135 |
|