SWM
SVA Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,463
| Closed | -$209K | – | 212 |
|
|
2018
Q1 | $209K | Sell |
2,463
-20
| -0.8% | -$1.7K | 0.03% | 201 |
|
|
2017
Q4 | $208K | Buy |
2,483
+20
| +0.8% | +$1.68K | 0.02% | 197 |
|
|
2017
Q3 | $209K | Sell |
2,463
-1,188
| -33% | -$101K | 0.03% | 201 |
|
|
2017
Q2 | $309K | Sell |
3,651
-707
| -16% | -$59.8K | 0.04% | 164 |
|
|
2017
Q1 | $364K | Sell |
4,358
-558
| -11% | -$46.6K | 0.05% | 149 |
|
|
2016
Q4 | $408K | Buy |
4,916
+497
| +11% | +$41.2K | 0.06% | 148 |
|
|
2016
Q3 | $387K | Buy |
4,419
+1,109
| +34% | +$97.1K | 0.06% | 152 |
|
|
2016
Q2 | $292K | Buy |
+3,310
| New | +$292K | 0.05% | 169 |
|
|
2016
Q1 | – | Sell |
-2,701
| Closed | -$224K | – | 203 |
|
|
2015
Q4 | $224K | Hold |
2,701
| – | – | 0.04% | 200 |
|
|
2015
Q3 | $229K | Buy |
2,701
+100
| +4% | +$8.48K | 0.04% | 189 |
|
|
2015
Q2 | $218K | Hold |
2,601
| – | – | 0.04% | 196 |
|
|
2015
Q1 | $224K | Buy |
+2,601
| New | +$224K | 0.04% | 197 |
|
|
2014
Q2 | – | Sell |
-2,856
| Closed | -$238K | – | 163 |
|
|
2014
Q1 | $238K | Hold |
2,856
| – | – | 0.11% | 137 |
|
|
2013
Q4 | $233K | Buy |
+2,856
| New | +$233K | 0.14% | 126 |
|