Regal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,964
| Closed | -$368K | – | 61 |
|
|
2020
Q4 | $368K | Buy |
+3,964
| New | +$368K | 0.04% | 326 |
|
|
2020
Q3 | – | Sell |
-3,519
| Closed | -$328K | – | 36 |
|
|
2020
Q2 | $328K | Buy |
+3,519
| New | +$328K | 0.06% | 230 |
|
|
2015
Q4 | – | Sell |
-1,107
| Closed | -$93K | – | 331 |
|
|
2015
Q3 | $93K | Buy |
1,107
+850
| +331% | +$71.4K | 0.02% | 349 |
|
|
2015
Q2 | $21K | Buy |
257
+50
| +24% | +$4.09K | 0.01% | 546 |
|
|
2015
Q1 | $18K | Buy |
+207
| New | +$18K | ﹤0.01% | 581 |
|