tru Independence’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
Q4 | – | Sell |
-4,253
| Closed | -$308K | – | 109 |
|
|
2023
Q3 | $308K | Sell |
4,253
-446
| -9% | -$32.2K | 0.11% | 101 |
|
|
2023
Q2 | $354K | Sell |
4,699
-788
| -14% | -$59.3K | 0.12% | 92 |
|
|
2023
Q1 | $421K | Sell |
5,487
-972
| -15% | -$74.6K | 0.14% | 88 |
|
|
2022
Q4 | $480K | Sell |
6,459
-1,885
| -23% | -$140K | 0.16% | 84 |
|
|
2022
Q3 | $613K | Sell |
8,344
-110
| -1% | -$8.08K | 0.22% | 76 |
|
|
2022
Q2 | $656K | Sell |
8,454
-941
| -10% | -$73K | 0.21% | 78 |
|
|
2022
Q1 | $769K | Sell |
9,395
-129
| -1% | -$10.6K | 0.21% | 82 |
|
|
2021
Q4 | $834K | Buy |
9,524
+178
| +2% | +$15.6K | 0.23% | 78 |
|
|
2021
Q3 | $836K | Buy |
+9,346
| New | +$836K | 0.23% | 75 |
|
|
2021
Q2 | – | Sell |
-31,728
| Closed | -$2.82M | – | 286 |
|
|
2021
Q1 | $2.82M | Sell |
31,728
-103,444
| -77% | -$9.18M | 0.53% | 67 |
|
|
2020
Q4 | $11.7K | Buy |
135,172
+119,042
| +738% | +$10.3K | 0.02% | 245 |
|
|
2020
Q3 | $1.51M | Buy |
+16,130
| New | +$1.51M | 0.43% | 62 |
|
|
2020
Q1 | – | Sell |
-28,549
| Closed | -$2.55M | – | 731 |
|
|
2019
Q4 | $2.55M | Buy |
+28,549
| New | +$2.55M | 0.37% | 80 |
|