NewFocus Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-4,830
| Closed | -$405K | – | 70 |
|
|
2017
Q4 | $405K | Hold |
4,830
| – | – | 0.25% | 53 |
|
|
2017
Q3 | $409K | Hold |
4,830
| – | – | 0.27% | 53 |
|
|
2017
Q2 | $408K | Sell |
4,830
-107
| -2% | -$9.04K | 0.23% | 49 |
|
|
2017
Q1 | $413K | Sell |
4,937
-940
| -16% | -$78.6K | 0.25% | 46 |
|
|
2016
Q4 | $488K | Buy |
5,877
+1,581
| +37% | +$131K | 0.33% | 44 |
|
|
2016
Q3 | $377K | Buy |
+4,296
| New | +$377K | 0.27% | 43 |
|