JAG
Journey Advisory Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,627
| Closed | -$344K | – | 233 |
|
|
2022
Q4 | $344K | Sell |
4,627
-4,875
| -51% | -$362K | 0.09% | 157 |
|
|
2022
Q3 | $698K | Sell |
9,502
-2,590
| -21% | -$190K | 0.18% | 109 |
|
|
2022
Q2 | $967K | Sell |
12,092
-2,884
| -19% | -$231K | 0.22% | 98 |
|
|
2022
Q1 | $1.23M | Sell |
14,976
-455
| -3% | -$37.3K | 0.31% | 78 |
|
|
2021
Q4 | $1.35M | Sell |
15,431
-265
| -2% | -$23.2K | 0.37% | 61 |
|
|
2021
Q3 | $1.4M | Buy |
15,696
+1,217
| +8% | +$109K | 0.45% | 55 |
|
|
2021
Q2 | $1.3M | Sell |
14,479
-342
| -2% | -$30.8K | 0.41% | 63 |
|
|
2021
Q1 | $1.32M | Buy |
14,821
+1,623
| +12% | +$144K | 0.46% | 60 |
|
|
2020
Q4 | $1.23M | Buy |
+13,198
| New | +$1.23M | 0.46% | 57 |
|