MWPCG
Measured Wealth Private Client Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-30,647
| Closed | -$2.7M | – | 110 |
|
|
2019
Q3 | $2.7M | Sell |
30,647
-48,146
| -61% | -$4.24M | 1.74% | 12 |
|
|
2019
Q2 | $6.82M | Sell |
78,793
-10,111
| -11% | -$875K | 3.94% | 5 |
|
|
2019
Q1 | $7.46M | Buy |
88,904
+3,005
| +3% | +$252K | 4.6% | 5 |
|
|
2018
Q4 | $6.98M | Buy |
85,899
+2,174
| +3% | +$177K | 6.33% | 5 |
|
|
2018
Q3 | $6.74M | Buy |
83,725
+1,966
| +2% | +$158K | 4.04% | 5 |
|
|
2018
Q2 | $6.62M | Buy |
+81,759
| New | +$6.62M | 5.39% | 5 |
|
|
2017
Q3 | $4.29M | Buy |
+50,630
| New | +$4.29M | 5.86% | 5 |
|