Veritable’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
Q3 | – | Sell |
-17,391
| Closed | -$1.31M | – | 87 |
|
|
2023
Q2 | $1.31M | Hold |
17,391
| – | – | 0.02% | 313 |
|
|
2023
Q1 | $1.33M | Buy |
17,391
+63
| +0.4% | +$4.84K | 0.02% | 303 |
|
|
2022
Q4 | $1.29M | Sell |
17,328
-13,641
| -44% | -$1.01M | 0.02% | 304 |
|
|
2022
Q3 | $2.28M | Hold |
30,969
| – | – | 0.04% | 198 |
|
|
2022
Q2 | $2.41M | Hold |
30,969
| – | – | 0.04% | 213 |
|
|
2022
Q1 | $2.54M | Hold |
30,969
| – | – | 0.04% | 217 |
|
|
2021
Q4 | $2.71M | Hold |
30,969
| – | – | 0.04% | 204 |
|
|
2021
Q3 | $2.77M | Sell |
30,969
-75
| -0.2% | -$6.71K | 0.04% | 193 |
|
|
2021
Q2 | $2.79M | Hold |
31,044
| – | – | 0.04% | 191 |
|
|
2021
Q1 | $2.76M | Buy |
31,044
+677
| +2% | +$60.1K | 0.05% | 178 |
|
|
2020
Q4 | $2.82M | Hold |
30,367
| – | – | 0.05% | 169 |
|
|
2020
Q3 | $2.84M | Buy |
30,367
+25,004
| +466% | +$2.34M | 0.06% | 156 |
|
|
2020
Q2 | $500K | Buy |
5,363
+1,696
| +46% | +$158K | 0.01% | 466 |
|
|
2020
Q1 | $328K | Sell |
3,667
-235
| -6% | -$21K | 0.01% | 538 |
|
|
2019
Q4 | $340K | Hold |
3,902
| – | – | 0.01% | 630 |
|
|
2019
Q3 | $343K | Buy |
3,902
+1,455
| +59% | +$128K | 0.01% | 602 |
|
|
2019
Q2 | $212K | Sell |
2,447
-5
| -0.2% | -$433 | ﹤0.01% | 743 |
|
|
2019
Q1 | $206K | Sell |
2,452
-513
| -17% | -$43.1K | ﹤0.01% | 750 |
|
|
2018
Q4 | $241K | Sell |
2,965
-60
| -2% | -$4.88K | 0.01% | 668 |
|
|
2018
Q3 | $243K | Hold |
3,025
| – | – | ﹤0.01% | 709 |
|
|
2018
Q2 | $245K | Buy |
+3,025
| New | +$245K | 0.01% | 696 |
|
|
2014
Q1 | – | Sell |
-180
| Closed | -$15K | – | 907 |
|
|
2013
Q4 | $15K | Buy |
+180
| New | +$15K | ﹤0.01% | 946 |
|