Wellspring Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,320
| Closed | -$272K | – | 108 |
|
|
2022
Q1 | $272K | Hold |
3,320
| – | – | 0.08% | 74 |
|
|
2021
Q4 | $291K | Sell |
3,320
-450
| -12% | -$39.4K | 0.08% | 77 |
|
|
2021
Q3 | $337K | Hold |
3,770
| – | – | 0.1% | 68 |
|
|
2021
Q2 | $339K | Buy |
+3,770
| New | +$339K | 0.11% | 65 |
|
|
2021
Q1 | – | Sell |
-10,222
| Closed | -$949K | – | 93 |
|
|
2020
Q4 | $949K | Buy |
+10,222
| New | +$949K | 0.33% | 37 |
|