IA
Insight Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,856
| Closed | -$316K | – | 303 |
|
|
2022
Q1 | $316K | Sell |
3,856
-1,308
| -25% | -$107K | 0.09% | 244 |
|
|
2021
Q4 | $452K | Hold |
5,164
| – | – | 0.13% | 183 |
|
|
2021
Q3 | $460K | Sell |
5,164
-147
| -3% | -$13.1K | 0.14% | 187 |
|
|
2021
Q2 | $485K | Sell |
5,311
-60
| -1% | -$5.48K | 0.15% | 176 |
|
|
2021
Q1 | $479K | Sell |
5,371
-34
| -0.6% | -$3.03K | 0.15% | 169 |
|
|
2020
Q4 | $502K | Buy |
+5,405
| New | +$502K | 0.19% | 135 |
|