Transamerica Financial Advisors’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
Q3 | – | Sell |
-1
| Closed | -$1K | – | 596 |
|
|
2024
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 397 |
|
|
2024
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 441 |
|
|
2023
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 391 |
|
|
2023
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 417 |
|
|
2023
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 389 |
|
|
2023
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 384 |
|
|
2022
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 431 |
|
|
2022
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 406 |
|
|
2022
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 413 |
|
|
2018
Q1 | – | Sell |
-1
| Closed | -$1K | – | 460 |
|
|
2017
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 330 |
|
|
2017
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 327 |
|
|
2017
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 296 |
|
|
2017
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 293 |
|
|
2016
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 325 |
|
|
2016
Q3 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 338 |
|
|
2016
Q2 | – | Sell |
-8,551
| Closed | -$738K | – | 432 |
|
|
2016
Q1 | $738K | Buy |
8,551
+1,706
| +25% | +$147K | 0.06% | 188 |
|
|
2015
Q4 | $569K | Sell |
6,845
-1
| -0% | -$83 | 0.04% | 218 |
|
|
2015
Q3 | $581K | Buy |
6,846
+1,299
| +23% | +$110K | 0.05% | 195 |
|
|
2015
Q2 | $466K | Buy |
5,547
+538
| +11% | +$45.2K | 0.03% | 231 |
|
|
2015
Q1 | $432K | Buy |
5,009
+4,990
| +26,263% | +$430K | 0.03% | 244 |
|
|
2014
Q4 | $2K | Hold |
19
| – | – | ﹤0.01% | 601 |
|
|
2014
Q3 | $2K | Sell |
19
-50
| -72% | -$5.26K | ﹤0.01% | 567 |
|
|
2014
Q2 | $6K | Buy |
69
+1
| +1% | +$87 | ﹤0.01% | 533 |
|
|
2014
Q1 | $6K | Sell |
68
-78,816
| -100% | -$6.95M | ﹤0.01% | 498 |
|
|
2013
Q4 | $6.45M | Buy |
78,884
+23,804
| +43% | +$1.94M | 0.7% | 27 |
|
|
2013
Q3 | $4.6M | Buy |
55,080
+12,626
| +30% | +$1.05M | 0.6% | 32 |
|
|
2013
Q2 | $3.55M | Buy |
+42,454
| New | +$3.55M | 0.58% | 36 |
|