Hefty Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $179K | Buy |
+2,187
| New | +$179K | 0.12% | 90 |
|
|
2016
Q4 | – | Sell |
-985
| Closed | -$86K | – | 235 |
|
|
2016
Q3 | $86K | Buy |
985
+322
| +49% | +$28.1K | 0.07% | 98 |
|
|
2016
Q2 | $58K | Buy |
663
+276
| +71% | +$24.1K | 0.05% | 99 |
|
|
2016
Q1 | $33K | Sell |
387
-3,206
| -89% | -$273K | 0.03% | 119 |
|
|
2015
Q4 | $298K | Buy |
+3,593
| New | +$298K | 0.28% | 83 |
|