Laidlaw Wealth Management’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
Q3 | – | Sell |
-13,202
| Closed | -$993K | – | 274 |
|
|
2023
Q2 | $993K | Sell |
13,202
-222
| -2% | -$16.7K | 0.19% | 122 |
|
|
2023
Q1 | $1.03M | Sell |
13,424
-363
| -3% | -$27.9K | 0.21% | 121 |
|
|
2022
Q4 | $1.02M | Sell |
13,787
-993
| -7% | -$73.8K | 0.22% | 118 |
|
|
2022
Q3 | $1.09M | Sell |
14,780
-1,064
| -7% | -$78.2K | 0.25% | 108 |
|
|
2022
Q2 | $1.23M | Buy |
15,844
+5,435
| +52% | +$422K | 0.25% | 108 |
|
|
2022
Q1 | $852K | Sell |
10,409
-3,283
| -24% | -$269K | 0.14% | 154 |
|
|
2021
Q4 | $1.2M | Buy |
+13,692
| New | +$1.2M | 0.19% | 130 |
|
|
2021
Q1 | – | Sell |
-19,370
| Closed | -$1.8M | – | 231 |
|
|
2020
Q4 | $1.8M | Buy |
19,370
+7,171
| +59% | +$666K | 0.38% | 71 |
|
|
2020
Q3 | $1.14M | Buy |
12,199
+5
| +0% | +$467 | 0.51% | 65 |
|
|
2020
Q2 | $1.14M | Sell |
12,194
-186
| -2% | -$17.3K | 0.59% | 58 |
|
|
2020
Q1 | $1.11M | Sell |
12,380
-2,050
| -14% | -$183K | 0.72% | 47 |
|
|
2019
Q4 | $1.26M | Buy |
+14,430
| New | +$1.26M | 0.8% | 42 |
|