PagnatoKarp Partners’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 |
-9,721
| Closed | -$782K | – | 157 |
|
|
2018
Q3 | $782K | Sell |
9,721
-478
| -5% | -$38.5K | 0.23% | 62 |
|
|
2018
Q2 | $826K | Buy |
+10,199
| New | +$826K | 0.26% | 56 |
|
|
2018
Q1 | – | Sell |
-12,525
| Closed | -$1.05M | – | 131 |
|
|
2017
Q4 | $1.05M | Buy |
12,525
+897
| +8% | +$75.2K | 0.3% | 47 |
|
|
2017
Q3 | $984K | Sell |
11,628
-1,270
| -10% | -$107K | 0.25% | 50 |
|
|
2017
Q2 | $1.09M | Sell |
12,898
-1,221
| -9% | -$103K | 0.33% | 45 |
|
|
2017
Q1 | $1.18M | Sell |
14,119
-10,657
| -43% | -$891K | 0.34% | 39 |
|
|
2016
Q4 | $2.06M | Buy |
+24,776
| New | +$2.06M | 0.62% | 27 |
|