Kelleher Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,557
| Closed | -$209K | – | 138 |
|
|
2022
Q1 | $209K | Buy |
2,557
+11
| +0.4% | +$899 | 0.12% | 107 |
|
|
2021
Q4 | $223K | Buy |
2,546
+26
| +1% | +$2.28K | 0.12% | 113 |
|
|
2021
Q3 | $225K | Hold |
2,520
| – | – | 0.1% | 134 |
|
|
2021
Q2 | $226K | Hold |
2,520
| – | – | 0.13% | 110 |
|
|
2021
Q1 | $223K | Buy |
+2,520
| New | +$223K | 0.14% | 101 |
|