HHRDM
H&H Retirement Design & Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,142
| Closed | -$241K | – | 57 |
|
|
2022
Q4 | $241K | Sell |
3,142
-410
| -12% | -$31.4K | 0.2% | 66 |
|
|
2022
Q3 | $257K | Buy |
3,552
+2
| +0.1% | +$145 | 0.24% | 61 |
|
|
2022
Q2 | $284K | Buy |
+3,550
| New | +$284K | 0.21% | 65 |
|
|
2022
Q1 | – | Sell |
-7,782
| Closed | -$655K | – | 57 |
|
|
2021
Q4 | $655K | Sell |
7,782
-35,954
| -82% | -$3.03M | 0.41% | 44 |
|
|
2021
Q3 | $3.88M | Sell |
43,736
-130
| -0.3% | -$11.5K | 2.39% | 20 |
|
|
2021
Q2 | $3.98M | Sell |
43,866
-1,763
| -4% | -$160K | 2.44% | 20 |
|
|
2021
Q1 | $4.08M | Buy |
+45,629
| New | +$4.08M | 2.45% | 19 |
|
|
2020
Q3 | $3.73M | Sell |
39,845
-5,327
| -12% | -$498K | 2.93% | 17 |
|
|
2020
Q2 | $4.21M | Buy |
45,172
+357
| +0.8% | +$33.3K | 3.73% | 10 |
|
|
2020
Q1 | $4M | Buy |
+44,815
| New | +$4M | 3.8% | 11 |
|