Graves Light Lenhart Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,387
| Closed | -$108K | – | 211 |
|
|
2022
Q2 | $108K | Sell |
1,387
-1,419
| -51% | -$110K | 0.02% | 222 |
|
|
2022
Q1 | $230K | Sell |
2,806
-114
| -4% | -$9.34K | 0.03% | 164 |
|
|
2021
Q4 | $256K | Buy |
2,920
+7
| +0.2% | +$614 | 0.04% | 168 |
|
|
2021
Q3 | $261K | Buy |
2,913
+1
| +0% | +$90 | 0.04% | 155 |
|
|
2021
Q2 | $262K | Buy |
2,912
+4
| +0.1% | +$360 | 0.04% | 152 |
|
|
2021
Q1 | $258K | Buy |
2,908
+512
| +21% | +$45.4K | 0.04% | 156 |
|
|
2020
Q4 | $222K | Buy |
+2,396
| New | +$222K | 0.04% | 160 |
|