KMS Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $1.56M | Sell |
18,469
-4,688
| -20% | -$395K | 0.22% | 113 |
|
|
2014
Q2 | $1.96M | Sell |
23,157
-3,902
| -14% | -$330K | 0.28% | 89 |
|
|
2014
Q1 | $2.26M | Sell |
27,059
-3,860
| -12% | -$322K | 0.36% | 62 |
|
|
2013
Q4 | $2.53M | Sell |
30,919
-6,412
| -17% | -$524K | 0.43% | 49 |
|
|
2013
Q3 | $3.12M | Sell |
37,331
-5,743
| -13% | -$480K | 0.76% | 19 |
|
|
2013
Q2 | $3.6M | Buy |
+43,074
| New | +$3.6M | 1.01% | 12 |
|