PWAG
Polaris Wealth Advisory Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-393
| Closed | -$32K | – | 172 |
|
|
2018
Q3 | $32K | Sell |
393
-2,392
| -86% | -$195K | ﹤0.01% | 283 |
|
|
2018
Q2 | $228K | Hold |
2,785
| – | – | 0.02% | 97 |
|
|
2018
Q1 | $228K | Buy |
2,785
+84
| +3% | +$6.88K | 0.02% | 129 |
|
|
2017
Q4 | $226K | Sell |
2,701
-10,334
| -79% | -$865K | 0.02% | 133 |
|
|
2017
Q3 | $1.1M | Buy |
+13,035
| New | +$1.1M | 0.1% | 88 |
|
|
2016
Q4 | – | Sell |
-326,079
| Closed | -$28.6M | – | 115 |
|
|
2016
Q3 | $28.6M | Buy |
326,079
+1,465
| +0.5% | +$128K | 3.42% | 4 |
|
|
2016
Q2 | $28.6M | Buy |
324,614
+19,316
| +6% | +$1.7M | 4.44% | 4 |
|
|
2016
Q1 | $26.3M | Buy |
+305,298
| New | +$26.3M | 4.12% | 5 |
|