SAM
Shamrock Asset Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | $64K | Hold |
725
| – | – | 0.05% | 119 |
|
2019
Q2 | $63K | Hold |
725
| – | – | 0.04% | 118 |
|
2019
Q1 | $61K | Hold |
725
| – | – | 0.05% | 113 |
|
2018
Q4 | $59K | Hold |
725
| – | – | 0.09% | 95 |
|
2018
Q3 | $58K | Hold |
725
| – | – | 0.04% | 133 |
|
2018
Q2 | $59K | Hold |
725
| – | – | 0.04% | 136 |
|
2018
Q1 | $58K | Hold |
725
| – | – | 0.03% | 138 |
|
2017
Q4 | $61K | Hold |
725
| – | – | 0.04% | 124 |
|
2017
Q3 | $61K | Hold |
725
| – | – | 0.04% | 114 |
|
2017
Q2 | $61K | Hold |
725
| – | – | 0.04% | 121 |
|
2017
Q1 | $61K | Hold |
725
| – | – | 0.04% | 123 |
|
2016
Q4 | $60K | Hold |
725
| – | – | 0.04% | 118 |
|
2016
Q3 | $64K | Hold |
725
| – | – | 0.04% | 120 |
|
2016
Q2 | $64K | Hold |
725
| – | – | 0.04% | 131 |
|
2016
Q1 | $63K | Hold |
725
| – | – | 0.04% | 122 |
|
2015
Q4 | $60K | Hold |
725
| – | – | 0.03% | 132 |
|
2015
Q3 | $62K | Hold |
725
| – | – | 0.03% | 118 |
|
2015
Q2 | $61K | Hold |
725
| – | – | 0.03% | 119 |
|
2015
Q1 | $63K | Hold |
725
| – | – | 0.03% | 131 |
|
2014
Q4 | $61K | Hold |
725
| – | – | 0.02% | 106 |
|
2014
Q3 | $61K | Hold |
725
| – | – | 0.02% | 111 |
|
2014
Q2 | $61K | Hold |
725
| – | – | 0.02% | 135 |
|
2014
Q1 | $60K | Buy |
+725
| New | +$60K | 0.02% | 123 |
|