Signify Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,687
| Closed | -$426K | – | 31 |
|
|
2024
Q2 | $426K | Sell |
5,687
-395
| -6% | -$29.6K | 0.61% | 19 |
|
|
2024
Q1 | $459K | Sell |
6,082
-12,141
| -67% | -$915K | 0.76% | 20 |
|
|
2023
Q4 | $1.39M | Sell |
18,223
-28,281
| -61% | -$2.16M | 2.1% | 15 |
|
|
2023
Q3 | $3.36M | Sell |
46,504
-104,667
| -69% | -$7.57M | 4.52% | 9 |
|
|
2023
Q2 | $11.4M | Sell |
151,171
-25,001
| -14% | -$1.88M | 9.8% | 3 |
|
|
2023
Q1 | $13.5M | Sell |
176,172
-1,667
| -0.9% | -$128K | 11.94% | 3 |
|
|
2022
Q4 | $13.2M | Buy |
177,839
+6,702
| +4% | +$498K | 11.57% | 3 |
|
|
2022
Q3 | $12.6M | Buy |
+171,137
| New | +$12.6M | 13.37% | 2 |
|