LAM
LifePro Asset Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,507
| Closed | -$412K | – | 153 |
|
|
2024
Q2 | $412K | Hold |
5,507
| – | – | 0.3% | 73 |
|
|
2024
Q1 | $415K | Hold |
5,507
| – | – | 0.27% | 82 |
|
|
2023
Q4 | $421K | Sell |
5,507
-487
| -8% | -$37.2K | 0.33% | 68 |
|
|
2023
Q3 | $433K | Buy |
+5,994
| New | +$433K | 0.36% | 57 |
|
|
2022
Q1 | – | Sell |
-9,065
| Closed | -$794K | – | 129 |
|
|
2021
Q4 | $794K | Buy |
9,065
+8
| +0.1% | +$701 | 0.23% | 46 |
|
|
2021
Q3 | $810K | Buy |
9,057
+5,853
| +183% | +$523K | 0.25% | 39 |
|
|
2021
Q2 | $288K | Buy |
+3,204
| New | +$288K | 0.09% | 72 |
|
|
2021
Q1 | – | Sell |
-4,610
| Closed | -$428K | – | 84 |
|
|
2020
Q4 | $428K | Buy |
+4,610
| New | +$428K | 0.13% | 56 |
|