RPWA
Regent Peak Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,362
| Closed | -$253K | – | 157 |
|
|
2023
Q2 | $253K | Hold |
3,362
| – | – | 0.07% | 122 |
|
|
2023
Q1 | $258K | Hold |
3,362
| – | – | 0.08% | 122 |
|
|
2022
Q4 | $250K | Sell |
3,362
-1,771
| -35% | -$132K | 0.08% | 129 |
|
|
2022
Q3 | $377K | Sell |
5,133
-97
| -2% | -$7.12K | 0.13% | 95 |
|
|
2022
Q2 | $406K | Sell |
5,230
-2,577
| -33% | -$200K | 0.13% | 96 |
|
|
2022
Q1 | $639K | Sell |
7,807
-222
| -3% | -$18.2K | 0.18% | 71 |
|
|
2021
Q4 | $704K | Sell |
8,029
-1,918
| -19% | -$168K | 0.19% | 72 |
|
|
2021
Q3 | $890K | Sell |
9,947
-675
| -6% | -$60.4K | 0.25% | 61 |
|
|
2021
Q2 | $968K | Sell |
10,622
-2,955
| -22% | -$269K | 0.27% | 59 |
|
|
2021
Q1 | $1.2M | Sell |
13,577
-375
| -3% | -$33.3K | 0.4% | 52 |
|
|
2020
Q4 | $1.3M | Sell |
13,952
-938
| -6% | -$87.1K | 0.43% | 47 |
|
|
2020
Q3 | $1.39M | Buy |
14,890
+2,428
| +19% | +$227K | 0.59% | 41 |
|
|
2020
Q2 | $1.16M | Sell |
12,462
-83
| -0.7% | -$7.73K | 0.53% | 46 |
|
|
2020
Q1 | $1.12M | Sell |
12,545
-1,019
| -8% | -$91K | 0.62% | 32 |
|
|
2019
Q4 | $1.18M | Buy |
+13,564
| New | +$1.18M | 0.54% | 38 |
|