TCWA
Ten Capital Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,018
| Closed | -$155K | – | 228 |
|
|
2023
Q1 | $155K | Buy |
+2,018
| New | +$155K | 0.05% | 127 |
|
|
2022
Q1 | – | Sell |
-64
| Closed | -$6K | – | 483 |
|
|
2021
Q4 | $6K | Buy |
+64
| New | +$6K | ﹤0.01% | 352 |
|
|
2021
Q3 | – | Sell |
-131,541
| Closed | -$11.8M | – | 442 |
|
|
2021
Q2 | $11.8M | Buy |
131,541
+45,943
| +54% | +$4.13M | 2.68% | 9 |
|
|
2021
Q1 | $7.6M | Buy |
85,598
+62,146
| +265% | +$5.51M | 1.85% | 15 |
|
|
2020
Q4 | $2.18M | Buy |
23,452
+1,119
| +5% | +$104K | 0.61% | 50 |
|
|
2020
Q3 | $2.09M | Buy |
+22,333
| New | +$2.09M | 0.7% | 45 |
|