Ranch Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-167
| Closed | -$15K | – | 200 |
|
|
2021
Q3 | $15K | Hold |
167
| – | – | 0.01% | 411 |
|
|
2021
Q2 | $15K | Hold |
167
| – | – | 0.01% | 554 |
|
|
2021
Q1 | $14K | Hold |
167
| – | – | 0.01% | 560 |
|
|
2020
Q4 | $15K | Sell |
167
-11
| -6% | -$988 | 0.01% | 537 |
|
|
2020
Q3 | $16K | Sell |
178
-100
| -36% | -$8.99K | 0.01% | 503 |
|
|
2020
Q2 | $26K | Sell |
278
-11
| -4% | -$1.03K | 0.02% | 411 |
|
|
2020
Q1 | $25K | Sell |
289
-278
| -49% | -$24K | 0.02% | 400 |
|
|
2019
Q4 | $49K | Buy |
+567
| New | +$49K | 0.04% | 343 |
|