Insight Folios’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,886
| Closed | -$217K | – | 113 |
|
|
2023
Q2 | $217K | Sell |
2,886
-111
| -4% | -$8.35K | 0.09% | 106 |
|
|
2023
Q1 | $230K | Sell |
2,997
-211
| -7% | -$16.2K | 0.1% | 102 |
|
|
2022
Q4 | $238K | Sell |
3,208
-2,141
| -40% | -$159K | 0.11% | 99 |
|
|
2022
Q3 | $393K | Buy |
5,349
+12
| +0.2% | +$882 | 0.2% | 46 |
|
|
2022
Q2 | $414K | Sell |
5,337
-2,372
| -31% | -$184K | 0.2% | 55 |
|
|
2022
Q1 | $631K | Sell |
7,709
-1,681
| -18% | -$138K | 0.28% | 41 |
|
|
2021
Q4 | $823K | Buy |
9,390
+256
| +3% | +$22.4K | 0.39% | 38 |
|
|
2021
Q3 | $817K | Buy |
9,134
+17
| +0.2% | +$1.52K | 0.45% | 37 |
|
|
2021
Q2 | $820K | Sell |
9,117
-592
| -6% | -$53.2K | 0.48% | 32 |
|
|
2021
Q1 | $862K | Sell |
9,709
-33
| -0.3% | -$2.93K | 0.59% | 32 |
|
|
2020
Q4 | $905K | Sell |
9,742
-394
| -4% | -$36.6K | 0.67% | 34 |
|
|
2020
Q3 | $947K | Buy |
10,136
+84
| +0.8% | +$7.85K | 0.88% | 34 |
|
|
2020
Q2 | $937K | Sell |
10,052
-3,532
| -26% | -$329K | 0.9% | 34 |
|
|
2020
Q1 | $1.21M | Buy |
13,584
+8,328
| +158% | +$744K | 1.39% | 31 |
|
|
2019
Q4 | $458K | Buy |
+5,256
| New | +$458K | 0.41% | 34 |
|