Institute for Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,713
| Closed | -$149K | – | 408 |
|
|
2019
Q4 | $149K | Sell |
1,713
-614
| -26% | -$53.4K | 0.03% | 441 |
|
|
2019
Q3 | $205K | Buy |
+2,327
| New | +$205K | 0.05% | 392 |
|
|
2019
Q2 | – | Sell |
-2,790
| Closed | -$234K | – | 469 |
|
|
2019
Q1 | $234K | Buy |
+2,790
| New | +$234K | 0.05% | 382 |
|