MKD Wealth Coaches’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-5,848
| Closed | -$547K | – | 25 |
|
|
2020
Q3 | $547K | Sell |
5,848
-1,327
| -18% | -$124K | 0.78% | 18 |
|
|
2020
Q2 | $669K | Buy |
7,175
+417
| +6% | +$38.9K | 0.84% | 16 |
|
|
2020
Q1 | $604K | Buy |
6,758
+2,492
| +58% | +$223K | 0.81% | 24 |
|
|
2019
Q4 | $372K | Buy |
4,266
+22
| +0.5% | +$1.92K | 0.32% | 43 |
|
|
2019
Q3 | $373K | Buy |
4,244
+125
| +3% | +$11K | 0.39% | 38 |
|
|
2019
Q2 | $356K | Buy |
4,119
+167
| +4% | +$14.4K | 0.32% | 36 |
|
|
2019
Q1 | $332K | Buy |
3,952
+326
| +9% | +$27.4K | 0.34% | 37 |
|
|
2018
Q4 | $295K | Buy |
+3,626
| New | +$295K | 0.35% | 41 |
|