Strategic Financial Services’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 |
-24,360
| Closed | -$2M | – | 130 |
|
|
2022
Q1 | $2M | Buy |
+24,360
| New | +$2M | 0.15% | 63 |
|
|
2018
Q2 | – | Sell |
-18,181
| Closed | -$1.49M | – | 119 |
|
|
2018
Q1 | $1.49M | Sell |
18,181
-904
| -5% | -$73.9K | 0.24% | 87 |
|
|
2017
Q4 | $1.6M | Buy |
19,085
+2,518
| +15% | +$211K | 0.25% | 90 |
|
|
2017
Q3 | $1.4M | Buy |
16,567
+1,457
| +10% | +$123K | 0.23% | 92 |
|
|
2017
Q2 | $1.28M | Sell |
15,110
-1,878
| -11% | -$159K | 0.22% | 93 |
|
|
2017
Q1 | $1.42M | Sell |
16,988
-1,002
| -6% | -$83.8K | 0.26% | 93 |
|
|
2016
Q4 | $1.49M | Buy |
17,990
+221
| +1% | +$18.4K | 0.29% | 93 |
|
|
2016
Q3 | $1.56M | Sell |
17,769
-3,281
| -16% | -$288K | 0.31% | 94 |
|
|
2016
Q2 | $1.86M | Buy |
+21,050
| New | +$1.86M | 0.37% | 87 |
|