Personal CFO Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,718
| Closed | -$209K | – | 477 |
|
|
2023
Q1 | $209K | Buy |
2,718
+6
| +0.2% | +$460 | 0.04% | 437 |
|
|
2022
Q4 | $202K | Buy |
+2,712
| New | +$202K | 0.04% | 423 |
|
|
2022
Q3 | – | Sell |
-2,694
| Closed | -$209K | – | 421 |
|
|
2022
Q2 | $209K | Sell |
2,694
-43
| -2% | -$3.34K | 0.05% | 383 |
|
|
2022
Q1 | $224K | Buy |
2,737
+4
| +0.1% | +$327 | 0.04% | 413 |
|
|
2021
Q4 | $239K | Buy |
2,733
+73
| +3% | +$6.38K | 0.04% | 396 |
|
|
2021
Q3 | $238K | Buy |
2,660
+6
| +0.2% | +$537 | 0.05% | 378 |
|
|
2021
Q2 | $239K | Buy |
2,654
+11
| +0.4% | +$991 | 0.05% | 363 |
|
|
2021
Q1 | $235K | Buy |
2,643
+4
| +0.2% | +$356 | 0.05% | 340 |
|
|
2020
Q4 | $245K | Sell |
2,639
-458
| -15% | -$42.5K | 0.06% | 297 |
|
|
2020
Q3 | $0 | Sell |
3,097
-5,393
| -64% | – | ﹤0.01% | 158 |
|
|
2020
Q2 | $791K | Buy |
8,490
+5,899
| +228% | +$550K | 0.23% | 89 |
|
|
2020
Q1 | $231K | Sell |
2,591
-1,253
| -33% | -$112K | 0.08% | 214 |
|
|
2019
Q4 | $335K | Sell |
3,844
-19,723
| -84% | -$1.72M | 0.1% | 184 |
|
|
2019
Q3 | $2.07M | Buy |
+23,567
| New | +$2.07M | 0.83% | 20 |
|