Lenox Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1M | Sell |
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|
2020
Q1 | $995K | Buy |
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|
2019
Q4 | $930K | Buy |
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|
2019
Q3 | $916K | Sell |
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|
2019
Q2 | $930K | Sell |
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|
2019
Q1 | $934K | Sell |
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|
2018
Q4 | $936K | Sell |
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|
2018
Q3 | $1.27M | Sell |
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|
2018
Q2 | $1.35M | Sell |
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|
2018
Q1 | $1.54M | Sell |
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|
2017
Q4 | $1.9M | Buy |
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|
2017
Q3 | $1.5M | Sell |
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|
2017
Q2 | $1.58M | Buy |
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