SMART 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
Q1 | – | Sell |
-18,639
| Closed | -$1.42M | – | 120 |
|
|
2023
Q4 | $1.42M | Buy |
18,639
+1,963
| +12% | +$150K | 0.78% | 27 |
|
|
2023
Q3 | $1.21M | Buy |
16,676
+1,096
| +7% | +$79.3K | 0.91% | 34 |
|
|
2023
Q2 | $1.17M | Buy |
15,580
+1,710
| +12% | +$129K | 0.88% | 32 |
|
|
2023
Q1 | $1.06M | Sell |
13,870
-10,217
| -42% | -$784K | 0.94% | 34 |
|
|
2022
Q4 | $1.79M | Buy |
+24,087
| New | +$1.79M | 1.35% | 24 |
|