Jackson 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 |
-83,898
| Closed | -$7.31M | – | 66 |
|
|
2016
Q3 | $7.31M | Buy |
83,898
+14,673
| +21% | +$1.28M | 2.77% | 7 |
|
|
2016
Q2 | $6.1M | Sell |
69,225
-1,171
| -2% | -$103K | 2.27% | 9 |
|
|
2016
Q1 | $6.07M | Sell |
70,396
-1,028
| -1% | -$88.7K | 2.34% | 7 |
|
|
2015
Q4 | $5.99M | Sell |
71,424
-1,376
| -2% | -$115K | 2.37% | 9 |
|
|
2015
Q3 | $6.18M | Sell |
72,800
-5,298
| -7% | -$449K | 2.21% | 8 |
|
|
2015
Q2 | $6.56M | Buy |
78,098
+7,250
| +10% | +$609K | 2.22% | 8 |
|
|
2015
Q1 | $6.11M | Buy |
70,848
+6,104
| +9% | +$526K | 1.97% | 11 |
|
|
2014
Q4 | $5.48M | Buy |
+64,744
| New | +$5.48M | 1.79% | 11 |
|