Morningstar Investment Services’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 |
-2,500
| Closed | -$234K | – | 209 |
|
|
2020
Q3 | $234K | Buy |
2,500
+251
| +11% | +$23.5K | ﹤0.01% | 189 |
|
|
2020
Q2 | $210K | Sell |
2,249
-2,511
| -53% | -$234K | ﹤0.01% | 191 |
|
|
2020
Q1 | $424K | Buy |
+4,760
| New | +$424K | 0.01% | 168 |
|
|
2019
Q1 | – | Sell |
-3,876
| Closed | -$315K | – | 207 |
|
|
2018
Q4 | $315K | Buy |
3,876
+149
| +4% | +$12.1K | 0.01% | 178 |
|
|
2018
Q3 | $300K | Buy |
3,727
+379
| +11% | +$30.5K | 0.01% | 184 |
|
|
2018
Q2 | $271K | Buy |
+3,348
| New | +$271K | 0.01% | 191 |
|
|
2018
Q1 | – | Sell |
-3,066
| Closed | -$257K | – | 201 |
|
|
2017
Q4 | $257K | Buy |
3,066
+518
| +20% | +$43.4K | 0.01% | 187 |
|
|
2017
Q3 | $216K | Buy |
+2,548
| New | +$216K | ﹤0.01% | 191 |
|