Jackson Grant Investment Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-700
| Closed | -$53.7K | – | 425 |
|
|
2023
Q1 | $53.7K | Hold |
700
| – | – | 0.03% | 177 |
|
|
2022
Q4 | $52K | Hold |
700
| – | – | 0.03% | 179 |
|
|
2022
Q3 | $51K | Hold |
700
| – | – | 0.03% | 169 |
|
|
2022
Q2 | $54K | Hold |
700
| – | – | 0.03% | 172 |
|
|
2022
Q1 | $57K | Buy |
+700
| New | +$57K | 0.02% | 183 |
|
|
2021
Q4 | – | Sell |
-700
| Closed | -$63K | – | 284 |
|
|
2021
Q3 | $63K | Hold |
700
| – | – | 0.03% | 182 |
|
|
2021
Q2 | $63K | Sell |
700
-250
| -26% | -$22.5K | 0.03% | 180 |
|
|
2021
Q1 | $84K | Hold |
950
| – | – | 0.04% | 151 |
|
|
2020
Q4 | $88K | Buy |
+950
| New | +$88K | 0.04% | 142 |
|