Stone Toro Investment Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $769K | Hold |
8,916
| – | – | 7.74% | 2 |
|
|
2014
Q4 | $755K | Hold |
8,916
| – | – | 1.95% | 9 |
|
|
2014
Q3 | $751K | Hold |
8,916
| – | – | 1.79% | 18 |
|
|
2014
Q2 | $755K | Sell |
8,916
-900
| -9% | -$76.2K | 2.18% | 12 |
|
|
2014
Q1 | $818K | Sell |
9,816
-53
| -0.5% | -$4.42K | 1.15% | 21 |
|
|
2013
Q4 | $806K | Sell |
9,869
-2,494
| -20% | -$204K | 0.72% | 34 |
|
|
2013
Q3 | $1.03M | Sell |
12,363
-262
| -2% | -$21.9K | 0.68% | 45 |
|
|
2013
Q2 | $1.05M | Buy |
+12,625
| New | +$1.05M | 0.63% | 36 |
|