RGT Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $6K | Sell |
86
-2,859
| -97% | -$199K | ﹤0.01% | 109 |
|
2022
Q2 | $229K | Buy |
2,945
+11
| +0.4% | +$855 | 0.04% | 74 |
|
2022
Q1 | $240K | Buy |
+2,934
| New | +$240K | 0.04% | 71 |
|
2017
Q1 | – | Sell |
-3,469
| Closed | -$288K | – | 106 |
|
2016
Q4 | $288K | Buy |
+3,469
| New | +$288K | 0.16% | 81 |
|
2016
Q3 | – | Hold |
0
| – | – | – | 74 |
|