MFP
Mosaic Financial Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-37,248
| Closed | -$3.05M | – | 50 |
|
|
2018
Q1 | $3.05M | Sell |
37,248
-16
| -0% | -$1.31K | 1.84% | 19 |
|
|
2017
Q4 | $3.12M | Buy |
37,264
+1,318
| +4% | +$110K | 1.79% | 18 |
|
|
2017
Q3 | $3.04M | Buy |
35,946
+319
| +0.9% | +$27K | 1.87% | 18 |
|
|
2017
Q2 | $3.01M | Sell |
35,627
-423
| -1% | -$35.8K | 1.88% | 18 |
|
|
2017
Q1 | $3.01M | Buy |
36,050
+4,094
| +13% | +$342K | 1.9% | 18 |
|
|
2016
Q4 | $2.66M | Buy |
31,956
+3,649
| +13% | +$303K | 1.7% | 18 |
|
|
2016
Q3 | $2.48M | Buy |
28,307
+1,539
| +6% | +$135K | 1.51% | 19 |
|
|
2016
Q2 | $2.36M | Buy |
26,768
+3,039
| +13% | +$268K | 1.45% | 20 |
|
|
2016
Q1 | $2.05M | Sell |
23,729
-2,178
| -8% | -$188K | 1.31% | 26 |
|
|
2015
Q4 | $2.15M | Sell |
25,907
-805
| -3% | -$66.9K | 1.38% | 24 |
|
|
2015
Q3 | $2.27M | Buy |
26,712
+461
| +2% | +$39.1K | 1.45% | 23 |
|
|
2015
Q2 | $2.2M | Buy |
26,251
+43
| +0.2% | +$3.61K | 1.51% | 23 |
|
|
2015
Q1 | $2.26M | Buy |
26,208
+1,882
| +8% | +$162K | 1.54% | 23 |
|
|
2014
Q4 | $2.06M | Buy |
+24,326
| New | +$2.06M | 1.4% | 25 |
|