Wealth Architects’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,835
| Closed | -$220K | – | 175 |
|
|
2022
Q2 | $220K | Hold |
2,835
| – | – | 0.04% | 163 |
|
|
2022
Q1 | $232K | Buy |
2,835
+150
| +6% | +$12.3K | 0.04% | 174 |
|
|
2021
Q4 | $235K | Buy |
2,685
+25
| +0.9% | +$2.19K | 0.04% | 169 |
|
|
2021
Q3 | $238K | Buy |
2,660
+150
| +6% | +$13.4K | 0.05% | 159 |
|
|
2021
Q2 | $226K | Hold |
2,510
| – | – | 0.04% | 162 |
|
|
2021
Q1 | $223K | Hold |
2,510
| – | – | 0.05% | 148 |
|
|
2020
Q4 | $233K | Hold |
2,510
| – | – | 0.05% | 135 |
|
|
2020
Q3 | $235K | Buy |
+2,510
| New | +$235K | 0.06% | 128 |
|