South Shore Capital 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $229K | Sell |
3,111
-654
| -17% | -$48.1K | 0.53% | 60 |
|
2022
Q2 | $292K | Sell |
3,765
-549
| -13% | -$42.6K | 0.61% | 51 |
|
2022
Q1 | $353K | Buy |
4,314
+2
| +0% | +$164 | 0.58% | 54 |
|
2021
Q4 | $378K | Sell |
4,312
-20
| -0.5% | -$1.75K | 0.62% | 57 |
|
2021
Q3 | $387K | Sell |
4,332
-30
| -0.7% | -$2.68K | 0.7% | 53 |
|
2021
Q2 | $392K | Buy |
4,362
+1
| +0% | +$90 | 0.69% | 54 |
|
2021
Q1 | $387K | Buy |
4,361
+102
| +2% | +$9.05K | 0.39% | 73 |
|
2020
Q4 | $395K | Buy |
+4,259
| New | +$395K | 0.39% | 65 |
|