SBL
Sargent Bickham Lagudis’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-249
| Closed | -$20K | – | 1051 |
|
|
2022
Q1 | $20K | Sell |
249
-1,137
| -82% | -$91.3K | ﹤0.01% | 600 |
|
|
2021
Q4 | $121K | Hold |
1,386
| – | – | 0.01% | 311 |
|
|
2021
Q3 | $124K | Hold |
1,386
| – | – | 0.01% | 303 |
|
|
2021
Q2 | $125K | Buy |
1,386
+822
| +146% | +$74.1K | 0.01% | 311 |
|
|
2021
Q1 | $50K | Hold |
564
| – | – | ﹤0.01% | 432 |
|
|
2020
Q4 | $52K | Hold |
564
| – | – | ﹤0.01% | 417 |
|
|
2020
Q3 | $53K | Hold |
564
| – | – | 0.01% | 374 |
|
|
2020
Q2 | $53K | Hold |
564
| – | – | 0.01% | 344 |
|
|
2020
Q1 | $50K | Hold |
564
| – | – | 0.01% | 340 |
|
|
2019
Q4 | $49K | Sell |
564
-250
| -31% | -$21.7K | 0.01% | 386 |
|
|
2019
Q3 | $72K | Sell |
814
-10
| -1% | -$885 | 0.01% | 296 |
|
|
2019
Q2 | $71K | Sell |
824
-402
| -33% | -$34.6K | 0.01% | 316 |
|
|
2019
Q1 | $103K | Sell |
1,226
-70
| -5% | -$5.88K | 0.01% | 287 |
|
|
2018
Q4 | $105K | Sell |
1,296
-505
| -28% | -$40.9K | 0.01% | 262 |
|
|
2018
Q3 | $145K | Sell |
1,801
-1,964
| -52% | -$158K | 0.02% | 236 |
|
|
2018
Q2 | $305K | Sell |
3,765
-6,392
| -63% | -$518K | 0.04% | 163 |
|
|
2018
Q1 | $831K | Sell |
10,157
-20,087
| -66% | -$1.64M | 0.1% | 121 |
|
|
2017
Q4 | $2.54M | Sell |
30,244
-47,747
| -61% | -$4M | 0.3% | 75 |
|
|
2017
Q3 | $6.6M | Buy |
77,991
+22,222
| +40% | +$1.88M | 0.82% | 26 |
|
|
2017
Q2 | $4.71M | Buy |
55,769
+4,272
| +8% | +$361K | 0.6% | 36 |
|
|
2017
Q1 | $4.31M | Sell |
51,497
-19,002
| -27% | -$1.59M | 0.56% | 43 |
|
|
2016
Q4 | $5.86M | Buy |
70,499
+63,419
| +896% | +$5.27M | 0.9% | 23 |
|
|
2016
Q3 | $20.4K | Sell |
7,080
-267,832
| -97% | -$772K | 3.07% | 5 |
|
|
2016
Q2 | $24.2M | Buy |
274,912
+34,421
| +14% | +$3.03M | 3.76% | 3 |
|
|
2016
Q1 | $20.7M | Buy |
+240,491
| New | +$20.7M | 3.34% | 4 |
|