VIA
Vickerman Investment Advisors’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 |
-17,025
| Closed | -$1.32M | – | 68 |
|
2022
Q2 | $1.32M | Sell |
17,025
-54,160
| -76% | -$4.21M | 0.63% | 47 |
|
2022
Q1 | $5.52M | Sell |
71,185
-17,823
| -20% | -$1.38M | 2.45% | 12 |
|
2021
Q4 | $7.8M | Sell |
89,008
-45,956
| -34% | -$4.03M | 3.15% | 9 |
|
2021
Q3 | $12.1M | Buy |
+134,964
| New | +$12.1M | 4.83% | 4 |
|