Mount Yale Investment Advisors’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
2022
Q1
Sell
-3,570
Closed -$313K 465
2021
Q4
$313K Buy
3,570
+1,030
+41% +$90.3K 0.03% 361
2021
Q3
$227K Buy
+2,540
New +$227K 0.03% 418