Realta Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13
| Closed | -$953 | – | 470 |
|
|
2023
Q3 | $953 | Hold |
13
| – | – | ﹤0.01% | 775 |
|
|
2023
Q2 | $953 | Buy |
+13
| New | +$953 | ﹤0.01% | 817 |
|
|
2023
Q1 | – | Sell |
-13
| Closed | -$931 | – | 457 |
|
|
2022
Q4 | $931 | Buy |
13
+1
| +8% | +$72 | ﹤0.01% | 833 |
|
|
2022
Q3 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 804 |
|
|
2020
Q1 | – | Sell |
-311
| Closed | -$27K | – | 414 |
|
|
2019
Q4 | $27K | Hold |
311
| – | – | 0.01% | 830 |
|
|
2019
Q3 | $27K | Buy |
311
+300
| +2,727% | +$26K | 0.01% | 827 |
|
|
2019
Q2 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1617 |
|