LifePlan Financial Group’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
Q3 | $146K | Buy |
1,560
+981
| +169% | +$91.8K | 0.06% | 156 |
|
|
2020
Q2 | $54K | Buy |
579
+2
| +0.3% | +$187 | 0.02% | 237 |
|
|
2020
Q1 | $52K | Sell |
577
-3
| -0.5% | -$270 | 0.03% | 219 |
|
|
2019
Q4 | $51K | Buy |
580
+1
| +0.2% | +$88 | 0.02% | 243 |
|
|
2019
Q3 | $51K | Buy |
579
+1
| +0.2% | +$88 | 0.02% | 239 |
|
|
2019
Q2 | $50K | Sell |
578
-238
| -29% | -$20.6K | 0.02% | 242 |
|
|
2019
Q1 | $69K | Hold |
816
| – | – | 0.04% | 211 |
|
|
2018
Q4 | $66K | Sell |
816
-143
| -15% | -$11.6K | 0.04% | 208 |
|
|
2018
Q3 | $77K | Buy |
959
+42
| +5% | +$3.37K | 0.04% | 203 |
|
|
2018
Q2 | $74K | Buy |
917
+100
| +12% | +$8.07K | 0.04% | 203 |
|
|
2018
Q1 | $67K | Buy |
+817
| New | +$67K | 0.04% | 198 |
|
|
2015
Q1 | – | Sell |
-3,958
| Closed | -$335K | – | 80 |
|
|
2014
Q4 | $335K | Buy |
+3,958
| New | +$335K | 0.22% | 52 |
|