L.M. Kohn & Company’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
Q4
Sell
-3,063
Closed -$226K 223
2022
Q3
$226K Buy
3,063
+95
+3% +$7.01K 0.11% 178
2022
Q2
$231K Sell
2,968
-481
-14% -$37.4K 0.11% 198
2022
Q1
$283K Buy
+3,449
New +$283K 0.11% 191