Madrona Financial Services’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
Q4 | – | Sell |
-26,595
| Closed | -$1.92M | – | 86 |
|
|
2023
Q3 | $1.92M | Buy |
26,595
+19,996
| +303% | +$1.45M | 0.88% | 24 |
|
|
2023
Q2 | $496K | Buy |
+6,599
| New | +$496K | 0.24% | 57 |
|
|
2017
Q1 | – | Sell |
-6,670
| Closed | -$554K | – | 35 |
|
|
2016
Q4 | $554K | Sell |
6,670
-950
| -12% | -$78.9K | 0.61% | 25 |
|
|
2016
Q3 | $668K | Sell |
7,620
-260
| -3% | -$22.8K | 0.71% | 23 |
|
|
2016
Q2 | $694K | Buy |
7,880
+165
| +2% | +$14.5K | 0.74% | 23 |
|
|
2016
Q1 | $666K | Buy |
+7,715
| New | +$666K | 0.69% | 24 |
|