Raab & Moskowitz Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-307
| Closed | -$26K | – | 172 |
|
|
2019
Q4 | $26K | Buy |
+307
| New | +$26K | 0.01% | 314 |
|
|
2018
Q4 | – | Sell |
-1,952
| Closed | -$157K | – | 193 |
|
|
2018
Q3 | $157K | Sell |
1,952
-621
| -24% | -$49.9K | 0.07% | 177 |
|
|
2018
Q2 | $208K | Hold |
2,573
| – | – | 0.1% | 158 |
|
|
2018
Q1 | $210K | Sell |
2,573
-157
| -6% | -$12.8K | 0.1% | 151 |
|
|
2017
Q4 | $228K | Buy |
2,730
+93
| +4% | +$7.77K | 0.11% | 135 |
|
|
2017
Q3 | $222K | Hold |
2,637
| – | – | 0.11% | 132 |
|
|
2017
Q2 | $224K | Buy |
+2,637
| New | +$224K | 0.11% | 130 |
|