LCP
Legacy Capital Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-9,331
| Closed | -$790K | – | 116 |
|
|
2017
Q3 | $790K | Sell |
9,331
-525
| -5% | -$44.4K | 0.42% | 62 |
|
|
2017
Q2 | $833K | Sell |
9,856
-214
| -2% | -$18.1K | 0.45% | 59 |
|
|
2017
Q1 | $842K | Sell |
10,070
-8
| -0.1% | -$669 | 0.47% | 57 |
|
|
2016
Q4 | $838K | Sell |
10,078
-770
| -7% | -$64K | 0.51% | 58 |
|
|
2016
Q3 | $951K | Hold |
10,848
| – | – | 0.6% | 53 |
|
|
2016
Q2 | $956K | Buy |
10,848
+953
| +10% | +$84K | 0.59% | 56 |
|
|
2016
Q1 | $854K | Buy |
9,895
+125
| +1% | +$10.8K | 0.55% | 57 |
|
|
2015
Q4 | $812K | Sell |
9,770
-170
| -2% | -$14.1K | 0.52% | 58 |
|
|
2015
Q3 | $844K | Buy |
9,940
+57
| +0.6% | +$4.84K | 0.57% | 60 |
|
|
2015
Q2 | $829K | Buy |
9,883
+345
| +4% | +$28.9K | 0.54% | 64 |
|
|
2015
Q1 | $823K | Buy |
9,538
+1,219
| +15% | +$105K | 0.52% | 64 |
|
|
2014
Q4 | $705K | Buy |
8,319
+4,094
| +97% | +$347K | 0.45% | 64 |
|
|
2014
Q3 | $356K | Buy |
4,225
+730
| +21% | +$61.5K | 0.24% | 80 |
|
|
2014
Q2 | $296K | Buy |
+3,495
| New | +$296K | 0.19% | 95 |
|