Kowal Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,620
| Closed | -$201K | – | 159 |
|
|
2023
Q1 | $201K | Buy |
+2,620
| New | +$201K | 0.06% | 154 |
|
|
2022
Q3 | – | Sell |
-2,571
| Closed | -$200K | – | 145 |
|
|
2022
Q2 | $200K | Buy |
2,571
+15
| +0.6% | +$1.17K | 0.07% | 136 |
|
|
2022
Q1 | $209K | Buy |
2,556
+8
| +0.3% | +$654 | 0.06% | 122 |
|
|
2021
Q4 | $223K | Sell |
2,548
-32
| -1% | -$2.8K | 0.07% | 104 |
|
|
2021
Q3 | $231K | Buy |
2,580
+14
| +0.5% | +$1.25K | 0.07% | 90 |
|
|
2021
Q2 | $231K | Buy |
2,566
+22
| +0.9% | +$1.98K | 0.08% | 91 |
|
|
2021
Q1 | $226K | Sell |
2,544
-54
| -2% | -$4.8K | 0.09% | 82 |
|
|
2020
Q4 | $239K | Buy |
+2,598
| New | +$239K | 0.11% | 77 |
|