Winthrop Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,604
| Closed | -$590K | – | 118 |
|
|
2022
Q2 | $590K | Sell |
7,604
-3,155
| -29% | -$245K | 0.14% | 56 |
|
|
2022
Q1 | $881K | Sell |
10,759
-466
| -4% | -$38.2K | 0.18% | 46 |
|
|
2021
Q4 | $984K | Buy |
11,225
+175
| +2% | +$15.3K | 0.2% | 44 |
|
|
2021
Q3 | $988K | Buy |
11,050
+51
| +0.5% | +$4.56K | 0.22% | 42 |
|
|
2021
Q2 | $988K | Buy |
10,999
+90
| +0.8% | +$8.08K | 0.22% | 40 |
|
|
2021
Q1 | $963K | Buy |
10,909
+34
| +0.3% | +$3K | 0.24% | 41 |
|
|
2020
Q4 | $1.01M | Buy |
10,875
+145
| +1% | +$13.5K | 0.26% | 38 |
|
|
2020
Q3 | $1M | Buy |
10,730
+57
| +0.5% | +$5.31K | 0.31% | 33 |
|
|
2020
Q2 | $993K | Buy |
10,673
+65
| +0.6% | +$6.05K | 0.35% | 31 |
|
|
2020
Q1 | $945K | Buy |
10,608
+44
| +0.4% | +$3.92K | 0.38% | 30 |
|
|
2019
Q4 | $921K | Buy |
+10,564
| New | +$921K | 0.33% | 38 |
|