United Asset Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-9,521
| Closed | -$806K | – | 193 |
|
|
2017
Q3 | $806K | Buy |
9,521
+2,196
| +30% | +$186K | 0.46% | 55 |
|
|
2017
Q2 | $619K | Buy |
+7,325
| New | +$619K | 0.18% | 98 |
|
|
2017
Q1 | – | Sell |
-6,251
| Closed | -$519K | – | 148 |
|
|
2016
Q4 | $519K | Buy |
6,251
+1,023
| +20% | +$84.9K | 0.17% | 101 |
|
|
2016
Q3 | $458K | Buy |
5,228
+1,831
| +54% | +$160K | 0.16% | 98 |
|
|
2016
Q2 | $299K | Buy |
+3,397
| New | +$299K | 0.11% | 109 |
|