Sheaff Brock 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,435
| Closed | -$204K | – | 488 |
|
|
2019
Q1 | $204K | Buy |
+2,435
| New | +$204K | 0.02% | 422 |
|
|
2018
Q1 | – | Sell |
-2,435
| Closed | -$204K | – | 532 |
|
|
2017
Q4 | $204K | Sell |
2,435
-818
| -25% | -$68.5K | 0.03% | 448 |
|
|
2017
Q3 | $275K | Buy |
3,253
+57
| +2% | +$4.82K | 0.04% | 384 |
|
|
2017
Q2 | $270K | Buy |
3,196
+761
| +31% | +$64.3K | 0.04% | 410 |
|
|
2017
Q1 | $204K | Sell |
2,435
-116
| -5% | -$9.72K | 0.03% | 504 |
|
|
2016
Q4 | $212K | Sell |
2,551
-439
| -15% | -$36.5K | 0.03% | 498 |
|
|
2016
Q3 | $262K | Sell |
2,990
-140
| -4% | -$12.3K | 0.04% | 395 |
|
|
2016
Q2 | $276K | Buy |
+3,130
| New | +$276K | 0.04% | 392 |
|