Lake Street Private Wealth’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
Q2 | – | Sell |
-4,011
| Closed | -$329K | – | 298 |
|
|
2022
Q1 | $329K | Hold |
4,011
| – | – | 0.06% | 233 |
|
|
2021
Q4 | $351K | Sell |
4,011
-35
| -0.9% | -$3.06K | 0.06% | 234 |
|
|
2021
Q3 | $362K | Buy |
4,046
+74
| +2% | +$6.62K | 0.09% | 170 |
|
|
2021
Q2 | $357K | Buy |
3,972
+786
| +25% | +$70.6K | 0.09% | 164 |
|
|
2021
Q1 | $283K | Buy |
3,186
+995
| +45% | +$88.4K | 0.08% | 178 |
|
|
2020
Q4 | $203K | Buy |
+2,191
| New | +$203K | 0.06% | 189 |
|