LWM
LBA Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-700
| Closed | -$61K | – | 446 |
|
|
2016
Q3 | $61K | Hold |
700
| – | – | 0.03% | 183 |
|
|
2016
Q2 | $62K | Hold |
700
| – | – | 0.03% | 180 |
|
|
2016
Q1 | $60K | Buy |
+700
| New | +$60K | 0.03% | 184 |
|
|
2015
Q3 | – | Sell |
-200
| Closed | -$17K | – | 343 |
|
|
2015
Q2 | $17K | Hold |
200
| – | – | 0.01% | 216 |
|
|
2015
Q1 | $17K | Buy |
+200
| New | +$17K | 0.01% | 212 |
|