MIM
Morningstar Investment Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-52,426
| Closed | -$4.57M | – | 25 |
|
|
2019
Q4 | $4.57M | Buy |
52,426
+1,214
| +2% | +$106K | 0.84% | 16 |
|
|
2019
Q3 | $4.5M | Sell |
51,212
-36,876
| -42% | -$3.24M | 1.27% | 12 |
|
|
2019
Q2 | $7.62M | Sell |
88,088
-58,241
| -40% | -$5.04M | 2.35% | 12 |
|
|
2019
Q1 | $12.3M | Buy |
146,329
+80,775
| +123% | +$6.78M | 6.18% | 8 |
|
|
2018
Q4 | $5.33M | Buy |
+65,554
| New | +$5.33M | 4.23% | 8 |
|