SDWMA
Schneider Downs Wealth Management Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-3,580
| Closed | -$290K | – | 57 |
|
|
2018
Q2 | $290K | Hold |
3,580
| – | – | 0.19% | 40 |
|
|
2018
Q1 | $293K | Hold |
3,580
| – | – | 0.17% | 40 |
|
|
2017
Q4 | $300K | Hold |
3,580
| – | – | 0.17% | 33 |
|
|
2017
Q3 | $303K | Hold |
3,580
| – | – | 0.2% | 31 |
|
|
2017
Q2 | $303K | Hold |
3,580
| – | – | 0.2% | 32 |
|
|
2017
Q1 | $299K | Hold |
3,580
| – | – | 0.2% | 33 |
|
|
2016
Q4 | $297K | Hold |
3,580
| – | – | 0.2% | 25 |
|
|
2016
Q3 | $314K | Hold |
3,580
| – | – | 0.2% | 25 |
|
|
2016
Q2 | $315K | Buy |
3,580
+175
| +5% | +$15.4K | 0.21% | 24 |
|
|
2016
Q1 | $294K | Buy |
+3,405
| New | +$294K | 0.2% | 22 |
|