WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-143
| Closed | -$10.8K | – | 394 |
|
|
2023
Q2 | $10.8K | Hold |
143
| – | – | ﹤0.01% | 783 |
|
|
2023
Q1 | $11K | Buy |
+143
| New | +$11K | ﹤0.01% | 838 |
|
|
2022
Q1 | $368K | Buy |
4,683
+109
| +2% | +$8.57K | 0.03% | 290 |
|
|
2021
Q4 | $392K | Sell |
4,574
-270
| -6% | -$23.1K | 0.03% | 279 |
|
|
2021
Q3 | $430K | Sell |
4,844
-8,379
| -63% | -$744K | 0.03% | 269 |
|
|
2021
Q2 | $1.2M | Buy |
13,223
+1,086
| +9% | +$98.1K | 0.08% | 138 |
|
|
2021
Q1 | $1.08M | Buy |
12,137
+419
| +4% | +$37.4K | 0.08% | 139 |
|
|
2020
Q4 | $1.08M | Buy |
11,718
+1,823
| +18% | +$168K | 0.09% | 135 |
|
|
2020
Q3 | $920K | Buy |
9,895
+2,995
| +43% | +$278K | 0.09% | 133 |
|
|
2020
Q2 | $644K | Buy |
+6,900
| New | +$644K | 0.07% | 156 |
|
|
2017
Q4 | – | Sell |
-7,654
| Closed | -$648K | – | 219 |
|
|
2017
Q3 | $648K | Buy |
7,654
+1,888
| +33% | +$160K | 0.18% | 97 |
|
|
2017
Q2 | $487K | Buy |
5,766
+5,650
| +4,871% | +$477K | 0.14% | 106 |
|
|
2017
Q1 | $9.73K | Buy |
+116
| New | +$9.73K | 0.03% | 275 |
|
|
2016
Q3 | $27.2K | Sell |
312
-20
| -6% | -$1.74K | 0.01% | 427 |
|
|
2016
Q2 | $27.5K | Buy |
+332
| New | +$27.5K | ﹤0.01% | 1217 |
|
|
2015
Q4 | $12.1K | Buy |
+435
| New | +$12.1K | ﹤0.01% | 1098 |
|