Lenox Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1M | Sell |
10,771
-378
| -3% | -$35.2K | 0.31% | 60 |
|
|
2020
Q1 | $995K | Buy |
11,149
+483
| +5% | +$43.1K | 0.34% | 50 |
|
|
2019
Q4 | $930K | Buy |
10,666
+246
| +2% | +$21.4K | 0.26% | 59 |
|
|
2019
Q3 | $916K | Sell |
10,420
-341
| -3% | -$30K | 0.27% | 59 |
|
|
2019
Q2 | $930K | Sell |
10,761
-370
| -3% | -$32K | 0.28% | 56 |
|
|
2019
Q1 | $934K | Sell |
11,131
-383
| -3% | -$32.1K | 0.29% | 56 |
|
|
2018
Q4 | $936K | Sell |
11,514
-4,334
| -27% | -$352K | 0.32% | 54 |
|
|
2018
Q3 | $1.28M | Sell |
15,848
-786
| -5% | -$63.2K | 0.38% | 47 |
|
|
2018
Q2 | $1.35M | Sell |
16,634
-2,211
| -12% | -$179K | 0.43% | 43 |
|
|
2018
Q1 | $1.54M | Sell |
18,845
-3,783
| -17% | -$309K | 0.5% | 39 |
|
|
2017
Q4 | $1.9M | Buy |
22,628
+4,956
| +28% | +$415K | 0.58% | 37 |
|
|
2017
Q3 | $1.5M | Sell |
17,672
-1,016
| -5% | -$86K | 0.51% | 47 |
|
|
2017
Q2 | $1.58M | Buy |
+18,688
| New | +$1.58M | 0.64% | 27 |
|