Strategic Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,478
| Closed | -$203K | – | 66 |
|
|
2022
Q1 | $203K | Sell |
2,478
-147
| -6% | -$12K | 0.1% | 68 |
|
|
2021
Q4 | $230K | Sell |
2,625
-93
| -3% | -$8.15K | 0.11% | 66 |
|
|
2021
Q3 | $243K | Sell |
2,718
-160
| -6% | -$14.3K | 0.13% | 62 |
|
|
2021
Q2 | $259K | Sell |
2,878
-23
| -0.8% | -$2.07K | 0.14% | 60 |
|
|
2021
Q1 | $257K | Buy |
2,901
+41
| +1% | +$3.63K | 0.15% | 60 |
|
|
2020
Q4 | $266K | Hold |
2,860
| – | – | 0.17% | 58 |
|
|
2020
Q3 | $267K | Sell |
2,860
-75
| -3% | -$7K | 0.21% | 55 |
|
|
2020
Q2 | $274K | Sell |
2,935
-45
| -2% | -$4.2K | 0.23% | 52 |
|
|
2020
Q1 | $266K | Sell |
2,980
-236
| -7% | -$21.1K | 0.28% | 51 |
|
|
2019
Q4 | $280K | Buy |
+3,216
| New | +$280K | 0.23% | 56 |
|