P.J. Schmidt Investment Management (PJS)’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,176
| Closed | -$272K | – | 171 |
|
|
2021
Q4 | $272K | Buy |
3,176
+500
| +19% | +$42.8K | 0.05% | 156 |
|
|
2021
Q3 | $237K | Sell |
2,676
-500
| -16% | -$44.3K | 0.05% | 163 |
|
|
2021
Q2 | $289K | Hold |
3,176
| – | – | 0.06% | 151 |
|
|
2021
Q1 | $283K | Hold |
3,176
| – | – | 0.06% | 145 |
|
|
2020
Q4 | $293K | Hold |
3,176
| – | – | 0.07% | 133 |
|
|
2020
Q3 | $296K | Buy |
+3,176
| New | +$296K | 0.07% | 125 |
|