LifePlan Financial Group’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
Q3 | $146K | Buy |
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|
2020
Q2 | $54K | Buy |
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|
2020
Q1 | $52K | Sell |
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|
2019
Q4 | $51K | Buy |
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|
2019
Q3 | $51K | Buy |
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|
2019
Q2 | $50K | Sell |
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|
2019
Q1 | $69K | Hold |
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|
2018
Q4 | $66K | Sell |
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|
2018
Q3 | $77K | Buy |
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|
2018
Q2 | $74K | Buy |
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|
2018
Q1 | $67K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $335K | Buy |
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