IIC
Integrated Investment Consultants’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-48,480
| Closed | -$3.72M | – | 356 |
|
|
2024
Q2 | $3.72M | Hold |
48,480
| – | – | 1.02% | 21 |
|
|
2024
Q1 | $3.72M | Sell |
48,480
-65
| -0.1% | -$4.98K | 1.02% | 21 |
|
|
2023
Q4 | $3.74M | Sell |
48,545
-260
| -0.5% | -$20K | 1.18% | 20 |
|
|
2023
Q3 | $3.67M | Sell |
48,805
-8,432
| -15% | -$634K | 1.33% | 18 |
|
|
2023
Q2 | $4.33M | Buy |
57,237
+1,210
| +2% | +$91.4K | 1.37% | 18 |
|
|
2023
Q1 | $4.29M | Sell |
56,027
-2,249
| -4% | -$172K | 1.35% | 18 |
|
|
2022
Q4 | $4.39M | Sell |
58,276
-5,077
| -8% | -$382K | 1.48% | 14 |
|
|
2022
Q3 | $4.74M | Buy |
63,353
+1,541
| +2% | +$115K | 1.88% | 11 |
|
|
2022
Q2 | $4.75M | Sell |
61,812
-7,569
| -11% | -$581K | 1.72% | 12 |
|
|
2022
Q1 | $5.41M | Buy |
69,381
+4,869
| +8% | +$379K | 1.47% | 12 |
|
|
2021
Q4 | $5.21M | Sell |
64,512
-53,849
| -45% | -$4.35M | 1.39% | 13 |
|
|
2021
Q3 | $9.7M | Buy |
118,361
+4,022
| +4% | +$330K | 2.84% | 6 |
|
|
2021
Q2 | $9.39M | Buy |
114,339
+21,719
| +23% | +$1.78M | 2.74% | 6 |
|
|
2021
Q1 | $7.61M | Buy |
92,620
+52,670
| +132% | +$4.33M | 2.63% | 7 |
|
|
2020
Q4 | $3.31M | Buy |
+39,950
| New | +$3.31M | 1.25% | 14 |
|