ICA Group Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $9.81K | Sell |
131
-7,885
| -98% | -$591K | 0.01% | 487 |
|
|
2024
Q1 | $604K | Buy |
8,016
+482
| +6% | +$36.3K | 0.12% | 153 |
|
|
2023
Q4 | $575K | Sell |
7,534
-1,067
| -12% | -$81.5K | 0.13% | 141 |
|
|
2023
Q3 | $622K | Buy |
8,601
+85
| +1% | +$6.14K | 0.17% | 116 |
|
|
2023
Q2 | $641K | Buy |
8,516
+6,933
| +438% | +$522K | 0.16% | 116 |
|
|
2023
Q1 | $121K | Sell |
1,583
-5,289
| -77% | -$406K | 0.03% | 308 |
|
|
2022
Q4 | $512K | Sell |
6,872
-240
| -3% | -$17.9K | 0.12% | 158 |
|
|
2022
Q3 | $523K | Sell |
7,112
-59
| -0.8% | -$4.34K | 0.11% | 187 |
|
|
2022
Q2 | $561K | Sell |
7,171
-598
| -8% | -$46.8K | 0.1% | 184 |
|
|
2022
Q1 | $606K | Buy |
+7,769
| New | +$606K | 0.12% | 174 |
|