Tocqueville Asset Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,858
| Closed | -$361K | – | 533 |
|
|
2022
Q4 | $361K | Buy |
4,858
+358
| +8% | +$26.6K | 0.01% | 477 |
|
|
2022
Q3 | $331K | Hold |
4,500
| – | – | 0.01% | 501 |
|
|
2022
Q2 | $349K | Hold |
4,500
| – | – | 0.01% | 549 |
|
|
2022
Q1 | $369K | Buy |
+4,500
| New | +$369K | 0.01% | 570 |
|