Rockbridge Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,293
| Closed | -$98.7K | – | 176 |
|
|
2023
Q4 | $98.7K | Buy |
+1,293
| New | +$98.7K | 0.02% | 176 |
|
|
2022
Q3 | – | Sell |
-354
| Closed | -$27.5K | – | 158 |
|
|
2022
Q2 | $27.5K | Sell |
354
-1,876
| -84% | -$146K | 0.01% | 265 |
|
|
2022
Q1 | $181K | Sell |
2,230
-144
| -6% | -$11.7K | 0.03% | 169 |
|
|
2021
Q4 | $208K | Buy |
2,374
+81
| +4% | +$7.1K | 0.03% | 176 |
|
|
2021
Q3 | $205K | Sell |
2,293
-25
| -1% | -$2.24K | 0.03% | 147 |
|
|
2021
Q2 | $209K | Hold |
2,318
| – | – | 0.04% | 144 |
|
|
2021
Q1 | $206K | Sell |
2,318
-43
| -2% | -$3.82K | 0.04% | 133 |
|
|
2020
Q4 | $219K | Sell |
2,361
-2
| -0.1% | -$186 | 0.04% | 130 |
|
|
2020
Q3 | $221K | Hold |
2,363
| – | – | 0.05% | 122 |
|
|
2020
Q2 | $220K | Buy |
+2,363
| New | +$220K | 0.06% | 115 |
|