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 |
|