SFG
Steward Financial Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-29,704
| Closed | -$2.23M | – | 1340 |
|
|
2023
Q2 | $2.23M | Buy |
+29,704
| New | +$2.23M | 0.71% | 14 |
|
|
2022
Q4 | – | Sell |
-31,859
| Closed | -$2.34M | – | 569 |
|
|
2022
Q3 | $2.34M | Buy |
31,859
+5,242
| +20% | +$385K | 1.73% | 8 |
|
|
2022
Q2 | $2.07M | Buy |
+26,617
| New | +$2.07M | 1.72% | 5 |
|