Windsor Wealth Management’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
Q3 | $290K | Hold |
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|
2023
Q2 | $302K | Sell |
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|
2023
Q1 | $339K | Hold |
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|
2022
Q4 | $334K | Hold |
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|
2022
Q3 | $322K | Hold |
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|
2022
Q2 | $343K | Buy |
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|
2022
Q1 | $340K | Hold |
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|
2021
Q4 | $371K | Hold |
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|
2021
Q3 | $382K | Hold |
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|
2021
Q2 | $383K | Hold |
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|
2021
Q1 | $378K | Sell |
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|
2020
Q4 | $398K | Hold |
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|
2020
Q3 | $399K | Buy |
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