MAP
Milestone Advisory Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,695
| Closed | -$211K | – | 71 |
|
|
2022
Q2 | $211K | Sell |
2,695
-13,600
| -83% | -$1.06M | 0.17% | 68 |
|
|
2022
Q1 | $1.34M | Sell |
16,295
-7,566
| -32% | -$620K | 0.72% | 30 |
|
|
2021
Q4 | $2.09M | Sell |
23,861
-5,217
| -18% | -$457K | 1.06% | 27 |
|
|
2021
Q3 | $2.6M | Sell |
29,078
-3,968
| -12% | -$355K | 1.53% | 21 |
|
|
2021
Q2 | $2.97M | Sell |
33,046
-160,245
| -83% | -$14.4M | 1.57% | 22 |
|
|
2021
Q1 | $17.2M | Sell |
193,291
-6,856
| -3% | -$608K | 9.18% | 1 |
|
|
2020
Q4 | $18.6M | Sell |
200,147
-11,167
| -5% | -$1.04M | 10.6% | 1 |
|
|
2020
Q3 | $19.8M | Buy |
211,314
+13,620
| +7% | +$1.27M | 12.29% | 1 |
|
|
2020
Q2 | $18.4M | Buy |
+197,694
| New | +$18.4M | 10.83% | 1 |
|