Symmetry 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-4,027
| Closed | -$360K | – | 306 |
|
|
2020
Q1 | $360K | Buy |
4,027
+1,297
| +48% | +$116K | 0.08% | 175 |
|
|
2019
Q4 | $240K | Hold |
2,730
| – | – | 0.05% | 285 |
|
|
2019
Q3 | $240K | Sell |
2,730
-169
| -6% | -$14.9K | 0.05% | 289 |
|
|
2019
Q2 | $251K | Sell |
2,899
-41
| -1% | -$3.55K | 0.05% | 274 |
|
|
2019
Q1 | $247K | Sell |
2,940
-27
| -0.9% | -$2.27K | 0.04% | 275 |
|
|
2018
Q4 | $241K | Buy |
2,967
+7
| +0.2% | +$569 | 0.06% | 214 |
|
|
2018
Q3 | $238K | Buy |
+2,960
| New | +$238K | 0.09% | 43 |
|
|
2018
Q2 | – | Sell |
-3,680
| Closed | -$301K | – | 35 |
|
|
2018
Q1 | $301K | Buy |
+3,680
| New | +$301K | 0.13% | 33 |
|