Tradition Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-629
| Closed | -$48K | – | 467 |
|
|
2023
Q4 | $48K | Hold |
629
| – | – | 0.01% | 634 |
|
|
2023
Q3 | $45K | Hold |
629
| – | – | 0.01% | 630 |
|
|
2023
Q2 | $47K | Sell |
629
-2,085
| -77% | -$156K | 0.01% | 636 |
|
|
2023
Q1 | $216K | Buy |
2,714
+2,008
| +284% | +$160K | 0.03% | 295 |
|
|
2022
Q4 | $53K | Sell |
706
-85
| -11% | -$6.38K | 0.01% | 511 |
|
|
2022
Q3 | $58K | Sell |
791
-68
| -8% | -$4.99K | 0.01% | 476 |
|
|
2022
Q2 | $67K | Buy |
859
+136
| +19% | +$10.6K | 0.01% | 416 |
|
|
2022
Q1 | $59K | Buy |
723
+8
| +1% | +$653 | 0.01% | 469 |
|
|
2021
Q4 | $63K | Sell |
715
-414
| -37% | -$36.5K | 0.01% | 480 |
|
|
2021
Q3 | $101K | Hold |
1,129
| – | – | 0.01% | 369 |
|
|
2021
Q2 | $102K | Hold |
1,129
| – | – | 0.02% | 386 |
|
|
2021
Q1 | $100K | Buy |
1,129
+414
| +58% | +$36.7K | 0.02% | 321 |
|
|
2020
Q4 | $66K | Buy |
+715
| New | +$66K | 0.01% | 361 |
|