Washburn Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-38,122
| Closed | -$3.38M | – | 53 |
|
|
2021
Q1 | $3.38M | Sell |
38,122
-13,525
| -26% | -$1.2M | 2.3% | 10 |
|
|
2020
Q4 | $4.8M | Buy |
51,647
+7,727
| +18% | +$717K | 3.33% | 7 |
|
|
2020
Q3 | $4.11M | Buy |
43,920
+16,126
| +58% | +$1.51M | 3.24% | 8 |
|
|
2020
Q2 | $2.59M | Buy |
27,794
+3,120
| +13% | +$291K | 2.38% | 10 |
|
|
2020
Q1 | $2.2M | Buy |
24,674
+1,466
| +6% | +$131K | 3.02% | 9 |
|
|
2019
Q4 | $2.02M | Buy |
+23,208
| New | +$2.02M | 1.84% | 9 |
|