Leo H. Evart Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.58M | Sell |
77,106
-2,922
| -4% | -$211K | 8.56% | 3 |
|
|
2023
Q2 | $6.02M | Buy |
80,028
+932
| +1% | +$70.1K | 8.36% | 3 |
|
|
2023
Q1 | $6.07M | Buy |
79,096
+4,494
| +6% | +$345K | 8.86% | 3 |
|
|
2022
Q4 | $5.54M | Sell |
74,602
-3,774
| -5% | -$280K | 8.38% | 3 |
|
|
2022
Q3 | $5.76M | Sell |
78,376
-4,735
| -6% | -$348K | 8.77% | 4 |
|
|
2022
Q2 | $6.45M | Sell |
83,111
-1,501
| -2% | -$117K | 7.85% | 4 |
|
|
2022
Q1 | $6.93M | Sell |
84,612
-8,456
| -9% | -$693K | 7.16% | 4 |
|
|
2021
Q4 | $8.16M | Buy |
+93,068
| New | +$8.16M | 7.94% | 4 |
|