MinichMacGregor Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-132
| Closed | -$10K | – | 140 |
|
|
2018
Q3 | $10K | Hold |
132
| – | – | 0.01% | 311 |
|
|
2018
Q2 | $10K | Buy |
132
+70
| +113% | +$5.3K | 0.01% | 298 |
|
|
2018
Q1 | $5K | Hold |
62
| – | – | ﹤0.01% | 371 |
|
|
2017
Q4 | $5K | Hold |
62
| – | – | ﹤0.01% | 364 |
|
|
2017
Q3 | $5K | Hold |
62
| – | – | ﹤0.01% | 343 |
|
|
2017
Q2 | $5K | Hold |
62
| – | – | ﹤0.01% | 347 |
|
|
2017
Q1 | $5K | Buy |
+62
| New | +$5K | ﹤0.01% | 340 |
|