Sanders Morris Harris’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
2016
Q4
Sell
-4,394
Closed -$386K 129
2016
Q3
$386K Sell
4,394
-13,638
-76% -$1.2M 0.12% 103
2016
Q2
$1.59M Sell
18,032
-73,059
-80% -$6.43M 0.37% 66
2016
Q1
$7.86M Buy
+91,091
New +$7.86M 1.35% 10