Homrich & Berg’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $966K | Sell |
10,797
-492
| -4% | -$44K | 0.02% | 223 |
|
|
2021
Q2 | $1.02M | Sell |
11,289
-1,184
| -9% | -$107K | 0.02% | 210 |
|
|
2021
Q1 | $1.11M | Sell |
12,473
-818
| -6% | -$72.6K | 0.03% | 195 |
|
|
2020
Q4 | $1.23M | Buy |
13,291
+10,402
| +360% | +$966K | 0.04% | 179 |
|
|
2020
Q3 | $270K | Buy |
+2,889
| New | +$270K | 0.01% | 278 |
|
|
2019
Q3 | – | Sell |
-6,687
| Closed | -$578K | – | 342 |
|
|
2019
Q2 | $578K | Buy |
6,687
+970
| +17% | +$83.8K | 0.03% | 207 |
|
|
2019
Q1 | $480K | Hold |
5,717
| – | – | 0.03% | 214 |
|
|
2018
Q4 | $465K | Buy |
+5,717
| New | +$465K | 0.03% | 193 |
|
|
2013
Q3 | – | Sell |
-3,654
| Closed | -$305K | – | 123 |
|
|
2013
Q2 | $305K | Buy |
+3,654
| New | +$305K | 0.06% | 119 |
|