Heritage Wealth Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.9K | Buy |
93
+1
| +1% | +$106 | ﹤0.01% | 421 |
|
|
2025
Q1 | $9.75K | Buy |
92
+1
| +1% | +$106 | ﹤0.01% | 420 |
|
|
2024
Q4 | $9.53K | Buy |
91
+1
| +1% | +$105 | ﹤0.01% | 445 |
|
|
2024
Q3 | $9.68K | Hold |
90
| – | – | ﹤0.01% | 444 |
|
|
2024
Q2 | $9.3K | Buy |
90
+1
| +1% | +$103 | ﹤0.01% | 427 |
|
|
2024
Q1 | $9.24K | Buy |
89
+1
| +1% | +$104 | ﹤0.01% | 442 |
|
|
2023
Q4 | $9.26K | Buy |
88
+1
| +1% | +$105 | ﹤0.01% | 454 |
|
|
2023
Q3 | $8.87K | Hold |
87
| – | – | ﹤0.01% | 414 |
|
|
2023
Q2 | $8.94K | Buy |
87
+1
| +1% | +$103 | ﹤0.01% | 440 |
|
|
2023
Q1 | $9.02K | Sell |
86
-20
| -19% | -$2.1K | ﹤0.01% | 448 |
|
|
2022
Q4 | $10.9K | Buy |
106
+21
| +25% | +$2.15K | ﹤0.01% | 446 |
|
|
2022
Q3 | $8.68K | Hold |
85
| – | – | ﹤0.01% | 432 |
|
|
2022
Q2 | $9K | Sell |
85
-1,526
| -95% | -$162K | ﹤0.01% | 472 |
|
|
2022
Q1 | $175K | Buy |
1,611
+1
| +0.1% | +$109 | 0.01% | 205 |
|
|
2021
Q4 | $183K | Hold |
1,610
| – | – | 0.01% | 210 |
|
|
2021
Q3 | $185K | Hold |
1,610
| – | – | 0.01% | 202 |
|
|
2021
Q2 | $186K | Buy |
1,610
+1
| +0.1% | +$116 | 0.01% | 208 |
|
|
2021
Q1 | $185K | Sell |
1,609
-1,203
| -43% | -$138K | 0.01% | 212 |
|
|
2020
Q4 | $331K | Sell |
2,812
-372
| -12% | -$43.8K | 0.02% | 161 |
|
|
2020
Q3 | $375K | Sell |
3,184
-652
| -17% | -$76.8K | 0.05% | 110 |
|
|
2020
Q2 | $452K | Sell |
3,836
-399
| -9% | -$47K | 0.06% | 91 |
|
|
2020
Q1 | $486K | Sell |
4,235
-47
| -1% | -$5.39K | 0.09% | 81 |
|
|
2019
Q4 | $482K | Sell |
4,282
-88
| -2% | -$9.91K | 0.06% | 103 |
|
|
2019
Q3 | $494K | Buy |
4,370
+174
| +4% | +$19.7K | 0.07% | 98 |
|
|
2019
Q2 | $471K | Sell |
4,196
-358
| -8% | -$40.2K | 0.07% | 95 |
|
|
2019
Q1 | $502K | Sell |
4,554
-382
| -8% | -$42.1K | 0.08% | 81 |
|
|
2018
Q4 | $534K | Sell |
4,936
-1,032
| -17% | -$112K | 0.1% | 71 |
|
|
2018
Q3 | $640K | Hold |
5,968
| – | – | 0.13% | 66 |
|
|
2018
Q2 | $643K | Buy |
5,968
+36
| +0.6% | +$3.88K | 0.24% | 59 |
|
|
2018
Q1 | $640K | Sell |
5,932
-73
| -1% | -$7.88K | 0.27% | 56 |
|
|
2017
Q4 | $660K | Sell |
6,005
-315
| -5% | -$34.6K | 0.28% | 56 |
|
|
2017
Q3 | $702K | Sell |
6,320
-477
| -7% | -$53K | 0.35% | 51 |
|
|
2017
Q2 | $754K | Sell |
6,797
-86
| -1% | -$9.54K | 0.39% | 53 |
|
|
2017
Q1 | $758K | Sell |
6,883
-4,347
| -39% | -$479K | 0.41% | 47 |
|
|
2016
Q4 | $1.23M | Buy |
11,230
+8,209
| +272% | +$901K | 0.81% | 24 |
|
|
2016
Q3 | $342K | Buy |
+3,021
| New | +$342K | 0.24% | 58 |
|