Heron Financial Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $982K | Sell |
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|
2023
Q1 | $1M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $896K | Sell |
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|
2022
Q2 | $1.15M | Buy |
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|
2022
Q1 | $863K | Buy |
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|
2021
Q4 | $890K | Buy |
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|
2021
Q3 | $918K | Buy |
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|
2021
Q2 | $917K | Buy |
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|
2021
Q1 | $900K | Sell |
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|
2020
Q4 | $1.01M | Sell |
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|
2020
Q3 | $1.07M | Sell |
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|
2020
Q2 | $1.11M | Sell |
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|
2020
Q1 | $1.09M | Sell |
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|
2019
Q4 | $1.15M | Buy |
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