Heritage Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,563
| Closed | -$208K | – | 203 |
|
|
2018
Q4 | $208K | Hold |
2,563
| – | – | 0.09% | 117 |
|
|
2018
Q3 | $206K | Hold |
2,563
| – | – | 0.07% | 126 |
|
|
2018
Q2 | $208K | Hold |
2,563
| – | – | 0.08% | 122 |
|
|
2018
Q1 | $210K | Buy |
+2,563
| New | +$210K | 0.08% | 115 |
|
|
2017
Q2 | – | Sell |
-1,544
| Closed | -$129K | – | 322 |
|
|
2017
Q1 | $129K | Buy |
+1,544
| New | +$129K | 0.05% | 131 |
|