PWM
Paulson Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-61,009
| Closed | -$5.46M | – | 92 |
|
|
2021
Q3 | $5.46M | Sell |
61,009
-29,304
| -32% | -$2.62M | 2.59% | 9 |
|
|
2021
Q2 | $8.13M | Buy |
90,313
+305
| +0.3% | +$27.4K | 3.93% | 7 |
|
|
2021
Q1 | $8.04M | Buy |
90,008
+750
| +0.8% | +$67K | 4% | 8 |
|
|
2020
Q4 | $8.29M | Buy |
+89,258
| New | +$8.29M | 4.83% | 6 |
|
|
2018
Q4 | – | Sell |
-10,661
| Closed | -$850K | – | 117 |
|
|
2018
Q3 | $850K | Sell |
10,661
-1,547
| -13% | -$123K | 0.76% | 34 |
|
|
2018
Q2 | $988K | Sell |
12,208
-642
| -5% | -$52K | 0.98% | 28 |
|
|
2018
Q1 | $1.05M | Buy |
12,850
+656
| +5% | +$53.7K | 1.05% | 28 |
|
|
2017
Q4 | $1.02M | Buy |
+12,194
| New | +$1.02M | 0.9% | 28 |
|