San Francisco Sentry Investment Group’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
Q2 | – | Sell |
-239
| Closed | -$20K | – | 757 |
|
|
2018
Q1 | $20K | Sell |
239
-238
| -50% | -$19.9K | 0.01% | 577 |
|
|
2017
Q4 | $40K | Hold |
477
| – | – | 0.01% | 472 |
|
|
2017
Q3 | $40K | Hold |
477
| – | – | 0.01% | 466 |
|
|
2017
Q2 | $40K | Buy |
+477
| New | +$40K | 0.01% | 376 |
|
|
2013
Q3 | – | Sell |
-36
| Closed | -$3K | – | 645 |
|
|
2013
Q2 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 584 |
|