Simplicity 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
-16,814
Closed -$1.26M 557
2024
Q2
$1.26M Sell
16,814
-1,923
-10% -$144K 0.03% 463
2024
Q1
$1.41M Buy
+18,737
New +$1.41M 0.03% 426