Vanguard Capital Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Buy |
4,682
+44
| +0.9% | +$4.21K | 0.44% | 53 |
|
|
2025
Q1 | $442K | Buy |
4,638
+29
| +0.6% | +$2.77K | 0.54% | 42 |
|
|
2024
Q4 | $426K | Sell |
4,609
-112
| -2% | -$10.4K | 0.46% | 49 |
|
|
2024
Q3 | $463K | Sell |
4,721
-489
| -9% | -$48K | 0.49% | 51 |
|
|
2024
Q2 | $488K | Sell |
5,210
-221
| -4% | -$20.7K | 0.33% | 64 |
|
|
2024
Q1 | $514K | Buy |
5,431
+28
| +0.5% | +$2.65K | 0.36% | 61 |
|
|
2023
Q4 | $521K | Buy |
5,403
+26
| +0.5% | +$2.51K | 0.42% | 55 |
|
|
2023
Q3 | $492K | Buy |
5,377
+28
| +0.5% | +$2.56K | 0.46% | 56 |
|
|
2023
Q2 | $517K | Buy |
5,349
+22
| +0.4% | +$2.13K | 0.47% | 49 |
|
|
2023
Q1 | $528K | Buy |
5,327
+1,023
| +24% | +$101K | 0.53% | 50 |
|
|
2022
Q4 | $412K | Sell |
4,304
-407
| -9% | -$39K | 0.48% | 54 |
|
|
2022
Q3 | $453K | Sell |
4,711
-89
| -2% | -$8.56K | 0.55% | 51 |
|
|
2022
Q2 | $491K | Sell |
4,800
-144
| -3% | -$14.7K | 0.55% | 48 |
|
|
2022
Q1 | $531K | Sell |
4,944
-1,051
| -18% | -$113K | 0.38% | 66 |
|
|
2021
Q4 | $689K | Sell |
5,995
-450
| -7% | -$51.7K | 0.5% | 51 |
|
|
2021
Q3 | $743 | Buy |
+6,445
| New | +$743 | 0.5% | 48 |
|
|
2019
Q4 | $426K | Sell |
3,873
-1,354
| -26% | -$149K | 0.45% | 68 |
|
|
2019
Q3 | $587K | Sell |
5,227
-3,500
| -40% | -$393K | 0.68% | 43 |
|
|
2019
Q2 | $960K | Buy |
8,727
+909
| +12% | +$100K | 1.16% | 23 |
|
|
2019
Q1 | $833K | Buy |
7,818
+4,313
| +123% | +$460K | 1.05% | 27 |
|
|
2018
Q4 | $365K | Buy |
+3,505
| New | +$365K | 0.54% | 58 |
|
|
2018
Q3 | – | Sell |
-7,349
| Closed | -$753K | – | 130 |
|
|
2018
Q2 | $753K | Buy |
7,349
+113
| +2% | +$11.6K | 1% | 31 |
|
|
2018
Q1 | $745K | Buy |
+7,236
| New | +$745K | 0.98% | 30 |
|