Strategic Wealth Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,250
| Closed | -$209K | – | 80 |
|
|
2020
Q4 | $209K | Buy |
2,250
+28
| +1% | +$2.6K | 0.12% | 73 |
|
|
2020
Q3 | $208K | Buy |
2,222
+4
| +0.2% | +$374 | 0.16% | 78 |
|
|
2020
Q2 | $207K | Sell |
2,218
-284
| -11% | -$26.5K | 0.2% | 70 |
|
|
2020
Q1 | $224K | Sell |
2,502
-134,035
| -98% | -$12M | 0.37% | 39 |
|
|
2019
Q4 | $11.9M | Buy |
+136,537
| New | +$11.9M | 12.35% | 2 |
|