Windsor Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $290K | Hold |
4,011
| – | – | 0.05% | 125 |
|
|
2023
Q2 | $302K | Sell |
4,011
-391
| -9% | -$29.4K | 0.05% | 127 |
|
|
2023
Q1 | $339K | Hold |
4,402
| – | – | 0.07% | 117 |
|
|
2022
Q4 | $334K | Hold |
4,402
| – | – | 0.07% | 120 |
|
|
2022
Q3 | $322K | Hold |
4,402
| – | – | 0.08% | 110 |
|
|
2022
Q2 | $343K | Buy |
4,402
+140
| +3% | +$10.9K | 0.09% | 111 |
|
|
2022
Q1 | $340K | Hold |
4,262
| – | – | 0.06% | 181 |
|
|
2021
Q4 | $371K | Hold |
4,262
| – | – | 0.07% | 173 |
|
|
2021
Q3 | $382K | Hold |
4,262
| – | – | 0.08% | 164 |
|
|
2021
Q2 | $383K | Hold |
4,262
| – | – | 0.08% | 163 |
|
|
2021
Q1 | $378K | Sell |
4,262
-27
| -0.6% | -$2.4K | 0.09% | 160 |
|
|
2020
Q4 | $398K | Hold |
4,289
| – | – | 0.1% | 150 |
|
|
2020
Q3 | $399K | Buy |
+4,289
| New | +$399K | 0.12% | 142 |
|