SMFS
Squar Milner Financial Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,433
| Closed | -$227K | – | 28 |
|
|
2020
Q2 | $227K | Buy |
2,433
+2,409
| +10,038% | +$225K | 0.13% | 185 |
|
|
2020
Q1 | $2K | Hold |
24
| – | – | ﹤0.01% | 656 |
|
|
2019
Q4 | $2K | Sell |
24
-2,385
| -99% | -$199K | ﹤0.01% | 727 |
|
|
2019
Q3 | $225K | Buy |
2,409
+2,385
| +9,938% | +$223K | 0.11% | 194 |
|
|
2019
Q2 | $2K | Hold |
24
| – | – | ﹤0.01% | 717 |
|
|
2019
Q1 | $2K | Hold |
24
| – | – | ﹤0.01% | 762 |
|
|
2018
Q4 | $2K | Hold |
24
| – | – | ﹤0.01% | 680 |
|
|
2018
Q3 | $2K | Sell |
24
-2,297
| -99% | -$191K | ﹤0.01% | 716 |
|
|
2018
Q2 | $188K | Sell |
2,321
-140
| -6% | -$11.3K | 0.17% | 168 |
|
|
2018
Q1 | $201K | Hold |
2,461
| – | – | 0.25% | 154 |
|
|
2017
Q4 | $204K | Buy |
+2,461
| New | +$204K | 0.25% | 153 |
|