Windsor Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $314K | Buy |
3,712
+450
| +14% | +$38.1K | 0.15% | 55 |
|
|
2017
Q1 | $273K | Hold |
3,262
| – | – | 0.13% | 61 |
|
|
2016
Q4 | $271K | Hold |
3,262
| – | – | 0.13% | 63 |
|
|
2016
Q3 | $286K | Buy |
3,262
+116
| +4% | +$10.2K | 0.13% | 63 |
|
|
2016
Q2 | $277K | Sell |
3,146
-479
| -13% | -$42.2K | 0.13% | 66 |
|
|
2016
Q1 | $313K | Buy |
3,625
+725
| +25% | +$62.6K | 0.14% | 63 |
|
|
2015
Q4 | $241K | Hold |
2,900
| – | – | 0.12% | 69 |
|
|
2015
Q3 | $246K | Hold |
2,900
| – | – | 0.12% | 70 |
|
|
2015
Q2 | $243K | Buy |
+2,900
| New | +$243K | 0.1% | 79 |
|