Integrated Investment Consultants’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
Q3 | – | Sell |
-3,013
| Closed | -$227K | – | 355 |
|
|
2024
Q2 | $227K | Hold |
3,013
| – | – | 0.06% | 233 |
|
|
2024
Q1 | $227K | Hold |
3,013
| – | – | 0.06% | 233 |
|
|
2023
Q4 | $230K | Buy |
3,013
+101
| +3% | +$7.71K | 0.07% | 215 |
|
|
2023
Q3 | $211K | Sell |
2,912
-101
| -3% | -$7.3K | 0.08% | 207 |
|
|
2023
Q2 | $227K | Hold |
3,013
| – | – | 0.07% | 237 |
|
|
2023
Q1 | $231K | Hold |
3,013
| – | – | 0.07% | 238 |
|
|
2022
Q4 | $224K | Hold |
3,013
| – | – | 0.08% | 216 |
|
|
2022
Q3 | $221K | Hold |
3,013
| – | – | 0.09% | 193 |
|
|
2022
Q2 | $234K | Hold |
3,013
| – | – | 0.08% | 197 |
|
|
2022
Q1 | $247K | Hold |
3,013
| – | – | 0.07% | 250 |
|
|
2021
Q4 | $264K | Hold |
3,013
| – | – | 0.07% | 249 |
|
|
2021
Q3 | $269K | Hold |
3,013
| – | – | 0.08% | 228 |
|
|
2021
Q2 | $271K | Buy |
3,013
+24
| +0.8% | +$2.16K | 0.08% | 225 |
|
|
2021
Q1 | $265K | Sell |
2,989
-5,384
| -64% | -$477K | 0.09% | 200 |
|
|
2020
Q4 | $777K | Sell |
8,373
-697
| -8% | -$64.7K | 0.29% | 57 |
|
|
2020
Q3 | $848K | Buy |
9,070
+2,556
| +39% | +$239K | 0.4% | 41 |
|
|
2020
Q2 | $607K | Buy |
6,514
+4,010
| +160% | +$374K | 0.29% | 59 |
|
|
2020
Q1 | $224K | Buy |
+2,504
| New | +$224K | 0.13% | 123 |
|
|
2018
Q2 | – | Sell |
-78
| Closed | -$6K | – | 223 |
|
|
2018
Q1 | $6K | Buy |
+78
| New | +$6K | ﹤0.01% | 702 |
|