HB Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,863
| Closed | -$448K | – | 845 |
|
|
2023
Q4 | $448K | Sell |
5,863
-405
| -6% | -$30.9K | 0.01% | 492 |
|
|
2023
Q3 | $453K | Buy |
6,268
+3,342
| +114% | +$242K | 0.01% | 459 |
|
|
2023
Q2 | $220K | Sell |
2,926
-330
| -10% | -$24.8K | ﹤0.01% | 645 |
|
|
2023
Q1 | $250K | Sell |
3,256
-755
| -19% | -$57.9K | ﹤0.01% | 592 |
|
|
2022
Q4 | $298K | Sell |
4,011
-1,155
| -22% | -$85.8K | 0.01% | 517 |
|
|
2022
Q3 | $380K | Sell |
5,166
-1,055
| -17% | -$77.6K | 0.01% | 394 |
|
|
2022
Q2 | $483K | Sell |
6,221
-1,995
| -24% | -$155K | 0.01% | 347 |
|
|
2022
Q1 | $673K | Sell |
8,216
-551
| -6% | -$45.1K | 0.01% | 309 |
|
|
2021
Q4 | $768K | Buy |
+8,767
| New | +$768K | 0.02% | 262 |
|