KPWG
KFA Private Wealth Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,393
| Closed | -$210K | – | 72 |
|
|
2021
Q4 | $210K | Buy |
2,393
+2
| +0.1% | +$176 | 0.1% | 66 |
|
|
2021
Q3 | $214K | Buy |
2,391
+1
| +0% | +$90 | 0.12% | 68 |
|
|
2021
Q2 | $215K | Buy |
2,390
+1
| +0% | +$90 | 0.12% | 69 |
|
|
2021
Q1 | $212K | Buy |
2,389
+1
| +0% | +$89 | 0.12% | 73 |
|
|
2020
Q4 | $222K | Buy |
+2,388
| New | +$222K | 0.14% | 65 |
|