Stokes Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,011
| Closed | -$452K | – | 343 |
|
|
2023
Q2 | $452K | Hold |
6,011
| – | – | 0.05% | 191 |
|
|
2023
Q1 | $461K | Hold |
6,011
| – | – | 0.06% | 179 |
|
|
2022
Q4 | $447K | Sell |
6,011
-123
| -2% | -$9.14K | 0.06% | 178 |
|
|
2022
Q3 | $451K | Buy |
+6,134
| New | +$451K | 0.06% | 166 |
|
|
2022
Q2 | – | Sell |
-5,427
| Closed | -$444K | – | 273 |
|
|
2022
Q1 | $444K | Buy |
+5,427
| New | +$444K | 0.06% | 171 |
|