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HCR Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

HCR Wealth Advisors’s Portfolio BIV Stock Details BIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,120
Closed -$104K – 183
2020
Q4 		$104K Hold
1,120
– – 0.02% 186
2020
Q3 		$105K Hold
1,120
– – 0.02% 164
2020
Q2 		$104K Buy
+1,120
New +$104K 0.02% 159