TCWP’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-39,733
Closed -$2.99M 109
2023
Q2
$2.99M Buy
39,733
+4,794
+14% +$361K 0.64% 46
2023
Q1
$2.68M Buy
34,939
+890
+3% +$68.3K 0.51% 62
2022
Q4
$2.54M Sell
34,049
-2,039
-6% -$152K 0.52% 66
2022
Q3
$2.65M Buy
36,088
+10,449
+41% +$768K 0.56% 59
2022
Q2
$1.99M Buy
25,639
+3,570
+16% +$277K 0.42% 67
2022
Q1
$1.81M Buy
+22,069
New +$1.81M 0.33% 82