Selective Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-137
| Closed | -$10K | – | 183 |
|
|
2022
Q3 | $10K | Sell |
137
-104
| -43% | -$7.59K | ﹤0.01% | 517 |
|
|
2022
Q2 | $19K | Hold |
241
| – | – | 0.01% | 467 |
|
|
2022
Q1 | $20K | Hold |
241
| – | – | 0.01% | 446 |
|
|
2021
Q4 | $21K | Buy |
241
+116
| +93% | +$10.1K | 0.01% | 401 |
|
|
2021
Q3 | $11K | Hold |
125
| – | – | 0.01% | 423 |
|
|
2021
Q2 | $11K | Buy |
+125
| New | +$11K | 0.01% | 327 |
|
|
2021
Q1 | – | Sell |
-179
| Closed | -$17K | – | 391 |
|
|
2020
Q4 | $17K | Buy |
+179
| New | +$17K | 0.01% | 197 |
|
|
2020
Q3 | – | Sell |
-205
| Closed | -$19K | – | 321 |
|
|
2020
Q2 | $19K | Buy |
+205
| New | +$19K | 0.02% | 179 |
|