Klingman & Associates’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 |
-2,147
| Closed | -$188K | – | 120 |
|
|
2016
Q3 | $188K | Hold |
2,147
| – | – | 0.06% | 95 |
|
|
2016
Q2 | $189K | Sell |
2,147
-230
| -10% | -$20.2K | 0.06% | 98 |
|
|
2016
Q1 | $205K | Hold |
2,377
| – | – | 0.07% | 94 |
|
|
2015
Q4 | $197K | Hold |
2,377
| – | – | 0.07% | 112 |
|
|
2015
Q3 | $201K | Sell |
2,377
-235
| -9% | -$19.9K | 0.08% | 108 |
|
|
2015
Q2 | $219K | Hold |
2,612
| – | – | 0.09% | 81 |
|
|
2015
Q1 | $225K | Buy |
2,612
+2,491
| +2,059% | +$215K | 0.09% | 78 |
|
|
2014
Q4 | $10K | Buy |
+121
| New | +$10K | ﹤0.01% | 282 |
|