Loveless Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.56M | Sell |
32,950
-420
| -1% | -$32.6K | 1.68% | 15 |
|
|
2022
Q1 | $2.73M | Sell |
33,370
-1,110
| -3% | -$90.9K | 1.54% | 16 |
|
|
2021
Q4 | $3.02M | Buy |
34,480
+282
| +0.8% | +$24.7K | 1.66% | 15 |
|
|
2021
Q3 | $3.06M | Buy |
34,198
+660
| +2% | +$59K | 1.86% | 10 |
|
|
2021
Q2 | $3.02M | Sell |
33,538
-415
| -1% | -$37.3K | 1.83% | 11 |
|
|
2021
Q1 | $3.01M | Buy |
33,953
+2,180
| +7% | +$193K | 1.99% | 10 |
|
|
2020
Q4 | $2.95M | Buy |
31,773
+3,195
| +11% | +$297K | 2.18% | 8 |
|
|
2020
Q3 | $2.67M | Buy |
28,578
+19,923
| +230% | +$1.86M | 2.25% | 8 |
|
|
2020
Q2 | $807K | Buy |
+8,655
| New | +$807K | 0.75% | 48 |
|
|
2020
Q1 | – | Sell |
-3,300
| Closed | -$290K | – | 98 |
|
|
2019
Q4 | $290K | Buy |
+3,300
| New | +$290K | 0.25% | 95 |
|