LaSalle St. Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,056
| Closed | -$607K | – | 169 |
|
|
2024
Q1 | $607K | Buy |
8,056
+1,970
| +32% | +$148K | 0.34% | 47 |
|
|
2023
Q4 | $4.65M | Sell |
6,086
-816
| -12% | -$623K | 0.31% | 58 |
|
|
2023
Q3 | $499K | Buy |
6,902
+259
| +4% | +$18.7K | 0.24% | 59 |
|
|
2023
Q2 | $499K | Sell |
6,643
-93
| -1% | -$6.99K | 0.22% | 56 |
|
|
2023
Q1 | $516K | Sell |
6,736
-11,109
| -62% | -$851K | 0.23% | 61 |
|
|
2022
Q4 | $1.33M | Buy |
+17,845
| New | +$1.33M | 0.63% | 31 |
|