Santori & Peters Inc’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 |
-2,844
| Closed | -$217K | – | 61 |
|
|
2023
Q4 | $217K | Buy |
2,844
+45
| +2% | +$3.44K | 0.1% | 56 |
|
|
2023
Q3 | $202K | Buy |
+2,799
| New | +$202K | 0.11% | 52 |
|
|
2019
Q3 | – | Sell |
-2,612
| Closed | -$225K | – | 75 |
|
|
2019
Q2 | $225K | Sell |
2,612
-26
| -1% | -$2.24K | 0.16% | 66 |
|
|
2019
Q1 | $221K | Sell |
2,638
-55
| -2% | -$4.61K | 0.18% | 46 |
|
|
2018
Q4 | $218K | Sell |
2,693
-766
| -22% | -$62K | 0.19% | 70 |
|
|
2018
Q3 | $278K | Sell |
3,459
-1,424
| -29% | -$114K | 0.22% | 41 |
|
|
2018
Q2 | $395K | Sell |
4,883
-96
| -2% | -$7.77K | 0.35% | 30 |
|
|
2018
Q1 | $407K | Buy |
4,979
+533
| +12% | +$43.6K | 0.37% | 29 |
|
|
2017
Q4 | $362K | Buy |
+4,446
| New | +$362K | 0.33% | 32 |
|