Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-820
| Closed | -$72K | – | 314 |
|
|
2016
Q3 | $72K | Hold |
820
| – | – | 0.03% | 356 |
|
|
2016
Q2 | $72K | Hold |
820
| – | – | 0.03% | 345 |
|
|
2016
Q1 | $71K | Hold |
820
| – | – | 0.03% | 334 |
|
|
2015
Q4 | $68K | Hold |
820
| – | – | 0.03% | 337 |
|
|
2015
Q3 | $70K | Hold |
820
| – | – | 0.03% | 323 |
|
|
2015
Q2 | $69K | Hold |
820
| – | – | 0.03% | 330 |
|
|
2015
Q1 | $70K | Buy |
+820
| New | +$70K | 0.03% | 330 |
|