Kovitz Investment Group Partners’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
Q1 | – | Sell |
-8,316
| Closed | -$772K | – | 416 |
|
|
2021
Q4 | $772K | Buy |
+8,316
| New | +$772K | 0.02% | 303 |
|
|
2021
Q1 | – | Sell |
-8,316
| Closed | -$772K | – | 402 |
|
|
2020
Q4 | $772K | Sell |
8,316
-6,134
| -42% | -$569K | 0.02% | 300 |
|
|
2020
Q3 | $1.35M | Hold |
14,450
| – | – | 0.04% | 225 |
|
|
2020
Q2 | $1.35M | Buy |
+14,450
| New | +$1.35M | 0.04% | 218 |
|