Gupta 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
2016
Q1
$814K Buy
9,437
+2,881
+44% +$249K 0.19% 104
2015
Q4
$545K Buy
6,556
+3,556
+119% +$296K 0.14% 136
2015
Q3
$255K Hold
3,000
0.06% 217
2015
Q2
$252K Buy
+3,000
New +$252K 0.06% 222