Stifel Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $24K | Sell |
275
-310
| -53% | -$27.1K | ﹤0.01% | 338 |
|
|
2014
Q2 | $50K | Hold |
585
| – | – | 0.01% | 273 |
|
|
2014
Q1 | $49K | Sell |
585
-190
| -25% | -$15.9K | 0.01% | 268 |
|
|
2013
Q4 | $64K | Hold |
775
| – | – | 0.01% | 244 |
|
|
2013
Q3 | $65K | Sell |
775
-575
| -43% | -$48.2K | 0.01% | 243 |
|
|
2013
Q2 | $113K | Buy |
+1,350
| New | +$113K | 0.02% | 207 |
|