IWP
Insight Wealth Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-15,058
| Closed | -$1.13M | – | 67 |
|
|
2023
Q2 | $1.13M | Sell |
15,058
-2,831
| -16% | -$213K | 0.26% | 25 |
|
|
2023
Q1 | $1.37M | Sell |
17,889
-35,435
| -66% | -$2.72M | 0.31% | 19 |
|
|
2022
Q4 | $3.96M | Sell |
53,324
-178,736
| -77% | -$13.3M | 2.96% | 9 |
|
|
2022
Q3 | $17.1M | Buy |
232,060
+3,698
| +2% | +$272K | 16.09% | 1 |
|
|
2022
Q2 | $17.7M | Buy |
228,362
+6,100
| +3% | +$474K | 13.33% | 2 |
|
|
2022
Q1 | $18.2M | Buy |
+222,262
| New | +$18.2M | 10.11% | 2 |
|