UFA
US Financial Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-15,846
| Closed | -$1.41M | – | 80 |
|
|
2021
Q1 | $1.41M | Buy |
15,846
+1,133
| +8% | +$101K | 0.39% | 49 |
|
|
2020
Q4 | $1.37M | Buy |
+14,713
| New | +$1.37M | 0.41% | 44 |
|
|
2016
Q2 | $499K | Hold |
5,789
| – | – | 1% | 24 |
|
|
2016
Q1 | $499K | Buy |
5,789
+118
| +2% | +$10.2K | 0.87% | 24 |
|
|
2015
Q4 | $471K | Buy |
5,671
+1,526
| +37% | +$127K | 0.45% | 34 |
|
|
2015
Q3 | $352K | Buy |
4,145
+3,924
| +1,776% | +$333K | 0.59% | 31 |
|
|
2015
Q2 | $19K | Buy |
+221
| New | +$19K | 0.02% | 186 |
|