Harfst & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-8,322
| Closed | -$738K | – | 134 |
|
|
2021
Q1 | $738K | Buy |
+8,322
| New | +$738K | 0.22% | 91 |
|
|
2018
Q2 | – | Sell |
-20,602
| Closed | -$1.68M | – | 83 |
|
|
2018
Q1 | $1.68M | Sell |
20,602
-3,723
| -15% | -$304K | 0.69% | 13 |
|
|
2017
Q4 | $2.04M | Sell |
24,325
-7,225
| -23% | -$606K | 0.83% | 12 |
|
|
2017
Q3 | $2.67M | Buy |
31,550
+1,171
| +4% | +$99.1K | 1.11% | 12 |
|
|
2017
Q2 | $2.57M | Buy |
30,379
+568
| +2% | +$48K | 1.04% | 14 |
|
|
2017
Q1 | $2.49M | Sell |
29,811
-373
| -1% | -$31.2K | 1.08% | 14 |
|
|
2016
Q4 | $2.51M | Buy |
30,184
+3,825
| +15% | +$318K | 1.25% | 12 |
|
|
2016
Q3 | $2.31M | Buy |
26,359
+8,468
| +47% | +$742K | 1.22% | 11 |
|
|
2016
Q2 | $1.58M | Buy |
17,891
+7,069
| +65% | +$622K | 0.64% | 39 |
|
|
2016
Q1 | $933K | Buy |
10,822
+7,916
| +272% | +$682K | 0.61% | 15 |
|
|
2015
Q4 | $241K | Sell |
2,906
-243
| -8% | -$20.2K | 0.1% | 88 |
|
|
2015
Q3 | $267K | Sell |
3,149
-1,180
| -27% | -$100K | 0.12% | 83 |
|
|
2015
Q2 | $363K | Buy |
+4,329
| New | +$363K | 0.2% | 27 |
|