UWM
USAdvisors Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,094
| Closed | -$240K | – | 116 |
|
|
2022
Q2 | $240K | Buy |
3,094
+158
| +5% | +$12.3K | 0.12% | 102 |
|
|
2022
Q1 | $240K | Buy |
+2,936
| New | +$240K | 0.1% | 108 |
|
|
2021
Q2 | – | Sell |
-3,126
| Closed | -$277K | – | 103 |
|
|
2021
Q1 | $277K | Sell |
3,126
-1,230
| -28% | -$109K | 0.13% | 91 |
|
|
2020
Q4 | $404K | Buy |
+4,356
| New | +$404K | 0.19% | 67 |
|
|
2019
Q3 | – | Sell |
-2,349
| Closed | -$203 | – | 59 |
|
|
2019
Q2 | $203 | Buy |
+2,349
| New | +$203 | 0.09% | 51 |
|