JT Stratford LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,683
| Closed | -$367K | – | 296 |
|
|
2024
Q3 | $367K | Sell |
4,683
-11,605
| -71% | -$909K | 0.06% | 221 |
|
|
2024
Q2 | $1.22M | Buy |
16,288
+1,126
| +7% | +$84.3K | 0.23% | 106 |
|
|
2024
Q1 | $1.14M | Sell |
15,162
-847
| -5% | -$63.9K | 0.23% | 118 |
|
|
2023
Q4 | $1.22M | Sell |
16,009
-965
| -6% | -$73.7K | 0.28% | 93 |
|
|
2023
Q3 | $1.23M | Buy |
+16,974
| New | +$1.23M | 0.32% | 83 |
|
|
2022
Q2 | – | Sell |
-2,804
| Closed | -$230K | – | 212 |
|
|
2022
Q1 | $230K | Sell |
2,804
-1,819
| -39% | -$149K | 0.07% | 188 |
|
|
2021
Q4 | $405K | Buy |
4,623
+135
| +3% | +$11.8K | 0.11% | 152 |
|
|
2021
Q3 | $401K | Buy |
4,488
+1,160
| +35% | +$104K | 0.12% | 142 |
|
|
2021
Q2 | $299K | Buy |
+3,328
| New | +$299K | 0.1% | 169 |
|