LA
Latitude Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,234
| Closed | -$253K | – | 188 |
|
|
2024
Q3 | $253K | Buy |
3,234
+1
| +0% | +$78 | 0.14% | 155 |
|
|
2024
Q2 | $242K | Buy |
3,233
+451
| +16% | +$33.8K | 0.15% | 148 |
|
|
2024
Q1 | $210K | Sell |
2,782
-546
| -16% | -$41.2K | 0.13% | 170 |
|
|
2023
Q4 | $254K | Buy |
+3,328
| New | +$254K | 0.18% | 132 |
|
|
2021
Q2 | – | Sell |
-8,453
| Closed | -$750K | – | 167 |
|
|
2021
Q1 | $750K | Buy |
8,453
+1,918
| +29% | +$170K | 0.61% | 34 |
|
|
2020
Q4 | $607K | Buy |
+6,535
| New | +$607K | 0.54% | 45 |
|