Schechter Investment Advisors’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
2022
Q2
Sell
-8,655
Closed -$709K 955
2022
Q1
$709K Buy
8,655
+122
+1% +$9.99K 0.07% 417
2021
Q4
$748K Buy
+8,533
New +$748K 0.07% 391