WA
WFG Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $54K | Sell |
644
-11,809
| -95% | -$990K | 0.01% | 680 |
|
|
2017
Q1 | $1.04M | Buy |
12,453
+12,254
| +6,158% | +$1.02M | 0.28% | 83 |
|
|
2016
Q4 | $17K | Hold |
199
| – | – | ﹤0.01% | 970 |
|
|
2016
Q3 | $17K | Hold |
199
| – | – | ﹤0.01% | 978 |
|
|
2016
Q2 | $18K | Hold |
199
| – | – | ﹤0.01% | 936 |
|
|
2016
Q1 | $17K | Sell |
199
-427
| -68% | -$36.5K | ﹤0.01% | 916 |
|
|
2015
Q4 | $52K | Sell |
626
-62
| -9% | -$5.15K | 0.02% | 647 |
|
|
2015
Q3 | $58K | Buy |
688
+4
| +0.6% | +$337 | 0.02% | 597 |
|
|
2015
Q2 | $57K | Buy |
684
+198
| +41% | +$16.5K | 0.02% | 685 |
|
|
2015
Q1 | $42K | Sell |
486
-503
| -51% | -$43.5K | 0.01% | 767 |
|
|
2014
Q4 | $84K | Buy |
989
+81
| +9% | +$6.88K | 0.02% | 689 |
|
|
2014
Q3 | $76K | Buy |
908
+6
| +0.7% | +$502 | 0.01% | 762 |
|
|
2014
Q2 | $76K | Sell |
902
-99
| -10% | -$8.34K | 0.01% | 754 |
|
|
2014
Q1 | $83K | Sell |
1,001
-381
| -28% | -$31.6K | 0.02% | 712 |
|
|
2013
Q4 | $113K | Sell |
1,382
-6
| -0.4% | -$491 | 0.02% | 699 |
|
|
2013
Q3 | $116K | Buy |
1,388
+938
| +208% | +$78.4K | 0.02% | 659 |
|
|
2013
Q2 | $38K | Buy |
+450
| New | +$38K | 0.01% | 990 |
|