Regent Peak Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $253K | Hold |
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|
2023
Q1 | $258K | Hold |
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|
2022
Q4 | $250K | Sell |
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|
2022
Q3 | $377K | Sell |
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|
2022
Q2 | $406K | Sell |
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|
2022
Q1 | $639K | Sell |
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|
2021
Q4 | $704K | Sell |
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|
2021
Q3 | $890K | Sell |
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|
2021
Q2 | $968K | Sell |
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|
2021
Q1 | $1.2M | Sell |
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|
2020
Q4 | $1.29M | Sell |
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|
2020
Q3 | $1.39M | Buy |
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|
2020
Q2 | $1.16M | Sell |
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|
2020
Q1 | $1.12M | Sell |
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|
2019
Q4 | $1.18M | Buy |
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