Watershed Private Wealth’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
2024
Q3
Sell
-2,841
Closed -$213K 115
2024
Q2
$213K Hold
2,841
0.09% 107
2024
Q1
$214K Sell
2,841
-730
-20% -$55K 0.09% 117
2023
Q4
$273K Buy
3,571
+143
+4% +$10.9K 0.15% 88
2023
Q3
$248K Buy
+3,428
New +$248K 0.15% 87