Proficio Capital 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
Q2 | – | Sell |
-3,015
| Closed | -$247K | – | 1282 |
|
2018
Q1 | $247K | Hold |
3,015
| – | – | 0.07% | 112 |
|
2017
Q4 | $253K | Hold |
3,015
| – | – | 0.08% | 110 |
|
2017
Q3 | $255K | Buy |
3,015
+625
| +26% | +$52.9K | 0.1% | 123 |
|
2017
Q2 | $203K | Buy |
2,390
+1,200
| +101% | +$102K | 0.08% | 175 |
|
2017
Q1 | $101K | Sell |
1,190
-479
| -29% | -$40.7K | 0.04% | 250 |
|
2016
Q4 | $139K | Sell |
1,669
-631
| -27% | -$52.6K | 0.06% | 155 |
|
2016
Q3 | $202K | Hold |
2,300
| – | – | 0.12% | 120 |
|
2016
Q2 | $202K | Buy |
+2,300
| New | +$202K | 0.13% | 121 |
|