WealthSource Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $18.2M | Sell |
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|
2023
Q3 | $30.6M | Buy |
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|
2023
Q2 | $31.6M | Buy |
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|
2023
Q1 | $27.6M | Sell |
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|
2022
Q4 | $27.2M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1M | Buy |
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|
2021
Q4 | $874K | Sell |
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|
2021
Q3 | $904K | Sell |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $385K | Sell |
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|
2020
Q4 | $416K | Buy |
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|
2020
Q3 | $386K | Buy |
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|
2020
Q2 | $201K | Sell |
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|
2020
Q1 | $950K | Sell |
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|
2019
Q4 | $1.3M | Sell |
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|
2019
Q3 | $2.73M | Sell |
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|
2019
Q2 | $3.12M | Buy |
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|
2019
Q1 | $1.69M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $217K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $312K | Sell |
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|
2016
Q2 | $413K | Buy |
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|
2016
Q1 | $368K | Buy |
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