OptiFour Integrated Wealth Management’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
Q4
Sell
-7,408
Closed -$596K 48
2018
Q3
$596K Sell
7,408
-362
-5% -$29.1K 0.49% 22
2018
Q2
$629K Buy
7,770
+48
+0.6% +$3.89K 0.54% 21
2018
Q1
$631K Buy
7,722
+590
+8% +$48.2K 0.53% 24
2017
Q4
$598K Buy
+7,132
New +$598K 0.5% 29