RegentAtlantic Capital’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-3,723
| Closed | -$300K | – | 405 |
|
2018
Q3 | $300K | Buy |
+3,723
| New | +$300K | 0.02% | 356 |
|
2018
Q1 | – | Sell |
-4,892
| Closed | -$410K | – | 413 |
|
2017
Q4 | $410K | Buy |
4,892
+359
| +8% | +$30.1K | 0.03% | 306 |
|
2017
Q3 | $384K | Sell |
4,533
-61
| -1% | -$5.17K | 0.03% | 307 |
|
2017
Q2 | $388K | Buy |
4,594
+52
| +1% | +$4.39K | 0.04% | 298 |
|
2017
Q1 | $380K | Buy |
+4,542
| New | +$380K | 0.04% | 302 |
|