Parisi Gray 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-1,714
| Closed | -$154K | – | 181 |
|
2021
Q2 | $154K | Buy |
+1,714
| New | +$154K | 0.06% | 146 |
|
2019
Q2 | – | Sell |
-107
| Closed | -$9K | – | 152 |
|
2019
Q1 | $9K | Hold |
107
| – | – | 0.01% | 387 |
|
2018
Q4 | $9K | Hold |
107
| – | – | 0.01% | 401 |
|
2018
Q3 | $9K | Hold |
107
| – | – | 0.01% | 417 |
|
2018
Q2 | $9K | Hold |
107
| – | – | 0.01% | 424 |
|
2018
Q1 | $9K | Buy |
+107
| New | +$9K | 0.01% | 447 |
|