Meridian Wealth Partners’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
Q4 | – | Sell |
-2,873
| Closed | -$211K | – | 87 |
|
|
2022
Q3 | $211K | Sell |
2,873
-97
| -3% | -$7.12K | 0.05% | 78 |
|
|
2022
Q2 | $231K | Sell |
2,970
-157
| -5% | -$12.2K | 0.05% | 71 |
|
|
2022
Q1 | $256K | Buy |
3,127
+115
| +4% | +$9.42K | 0.05% | 66 |
|
|
2021
Q4 | $264K | Sell |
3,012
-104
| -3% | -$9.12K | 0.05% | 68 |
|
|
2021
Q3 | $279K | Buy |
3,116
+60
| +2% | +$5.37K | 0.06% | 61 |
|
|
2021
Q2 | $275K | Buy |
3,056
+529
| +21% | +$47.6K | 0.06% | 64 |
|
|
2021
Q1 | $224K | Sell |
2,527
-69
| -3% | -$6.12K | 0.07% | 66 |
|
|
2020
Q4 | $241K | Sell |
2,596
-50
| -2% | -$4.64K | 0.1% | 58 |
|
|
2020
Q3 | $247K | Sell |
2,646
-273
| -9% | -$25.5K | 0.12% | 54 |
|
|
2020
Q2 | $272K | Sell |
2,919
-136
| -4% | -$12.7K | 0.15% | 43 |
|
|
2020
Q1 | $273K | Buy |
3,055
+100
| +3% | +$8.94K | 0.16% | 42 |
|
|
2019
Q4 | $258K | Buy |
+2,955
| New | +$258K | 0.16% | 50 |
|