Pacific Center for Financial Services’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-411
| Closed | -$37K | – | 391 |
|
2021
Q2 | $37K | Hold |
411
| – | – | 0.02% | 177 |
|
2021
Q1 | $36K | Hold |
411
| – | – | 0.02% | 168 |
|
2020
Q4 | $38K | Buy |
411
+274
| +200% | +$25.3K | 0.01% | 163 |
|
2020
Q3 | $13K | Hold |
137
| – | – | 0.01% | 199 |
|
2020
Q2 | $13K | Buy |
+137
| New | +$13K | 0.01% | 190 |
|
2019
Q2 | – | Sell |
-1,414
| Closed | -$119K | – | 319 |
|
2019
Q1 | $119K | Buy |
1,414
+3
| +0.2% | +$252 | 0.06% | 71 |
|
2018
Q4 | $115K | Sell |
1,411
-541
| -28% | -$44.1K | 0.06% | 70 |
|
2018
Q3 | $157K | Sell |
1,952
-118
| -6% | -$9.49K | 0.08% | 67 |
|
2018
Q2 | $168K | Sell |
2,070
-984
| -32% | -$79.9K | 0.1% | 60 |
|
2018
Q1 | $250K | Buy |
3,054
+315
| +12% | +$25.8K | 0.15% | 43 |
|
2017
Q4 | $230K | Sell |
2,739
-55
| -2% | -$4.62K | 0.14% | 41 |
|
2017
Q3 | $237K | Sell |
2,794
-633
| -18% | -$53.7K | 0.15% | 42 |
|
2017
Q2 | $290K | Sell |
3,427
-2,319
| -40% | -$196K | 0.19% | 36 |
|
2017
Q1 | $480K | Sell |
5,746
-39,773
| -87% | -$3.32M | 0.34% | 24 |
|
2016
Q4 | $3.78M | Buy |
+45,519
| New | +$3.78M | 2.87% | 10 |
|