Wealthfront’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $10.6M | Buy |
131,359
+82,150
| +167% | +$6.61M | 0.1% | 35 |
|
|
2018
Q2 | $3.98M | Buy |
49,209
+35,924
| +270% | +$2.91M | 0.04% | 68 |
|
|
2018
Q1 | $1.09M | Buy |
13,285
+6,997
| +111% | +$572K | 0.01% | 238 |
|
|
2017
Q4 | $527K | Buy |
6,288
+203
| +3% | +$17K | 0.01% | 349 |
|
|
2017
Q3 | $515K | Sell |
6,085
-65
| -1% | -$5.5K | 0.01% | 322 |
|
|
2017
Q2 | $520K | Sell |
6,150
-458
| -7% | -$38.7K | 0.01% | 260 |
|
|
2017
Q1 | $552K | Sell |
6,608
-155
| -2% | -$12.9K | 0.01% | 208 |
|
|
2016
Q4 | $562K | Buy |
6,763
+1,728
| +34% | +$144K | 0.01% | 179 |
|
|
2016
Q3 | $441K | Buy |
5,035
+61
| +1% | +$5.34K | 0.01% | 201 |
|
|
2016
Q2 | $438K | Sell |
4,974
-208
| -4% | -$18.3K | 0.01% | 190 |
|
|
2016
Q1 | $447K | Sell |
5,182
-613
| -11% | -$52.9K | 0.01% | 169 |
|
|
2015
Q4 | $481K | Buy |
5,795
+3,997
| +222% | +$332K | 0.02% | 149 |
|
|
2015
Q3 | $153K | Sell |
1,798
-4,432
| -71% | -$377K | 0.01% | 330 |
|
|
2015
Q2 | $523K | Sell |
6,230
-126
| -2% | -$10.6K | 0.02% | 103 |
|
|
2015
Q1 | $548K | Buy |
6,356
+1,746
| +38% | +$151K | 0.03% | 77 |
|
|
2014
Q4 | $390K | Sell |
4,610
-150
| -3% | -$12.7K | 0.02% | 89 |
|
|
2014
Q3 | $401K | Buy |
+4,760
| New | +$401K | 0.03% | 70 |
|
|
2014
Q2 | – | Sell |
-159
| Closed | -$13K | – | 597 |
|
|
2014
Q1 | $13K | Buy |
+159
| New | +$13K | ﹤0.01% | 480 |
|