SJIA
St. James Investment Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $707K | Buy |
9,514
+330
| +4% | +$24.5K | 1.3% | 34 |
|
|
2022
Q3 | $675K | Buy |
9,184
+1,283
| +16% | +$94.3K | 1.47% | 32 |
|
|
2022
Q2 | $614K | Buy |
+7,901
| New | +$614K | 1.24% | 38 |
|
|
2022
Q1 | – | Sell |
-8,868
| Closed | -$777K | – | 76 |
|
|
2021
Q4 | $777K | Buy |
+8,868
| New | +$777K | 0.57% | 44 |
|