Tilia Fiduciary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-85
| Closed | -$6.4K | – | 136 |
|
|
2023
Q2 | $6.4K | Hold |
85
| – | – | 0.01% | 413 |
|
|
2023
Q1 | $6.52K | Hold |
85
| – | – | 0.01% | 398 |
|
|
2022
Q4 | $6.32K | Hold |
85
| – | – | 0.01% | 391 |
|
|
2022
Q3 | $6K | Sell |
85
-15
| -15% | -$1.06K | 0.01% | 409 |
|
|
2022
Q2 | $8K | Hold |
100
| – | – | 0.01% | 397 |
|
|
2022
Q1 | $8K | Buy |
100
+15
| +18% | +$1.2K | 0.01% | 411 |
|
|
2021
Q4 | $7K | Buy |
+85
| New | +$7K | 0.01% | 440 |
|