WP
WMS Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,857
| Closed | -$437K | – | 281 |
|
|
2021
Q2 | $437K | Buy |
4,857
+428
| +10% | +$38.5K | 0.06% | 155 |
|
|
2021
Q1 | $393K | Sell |
4,429
-3,519
| -44% | -$312K | 0.09% | 139 |
|
|
2020
Q4 | $738K | Hold |
7,948
| – | – | 0.13% | 87 |
|
|
2020
Q3 | $743K | Hold |
7,948
| – | – | 0.14% | 80 |
|
|
2020
Q2 | $741K | Buy |
+7,948
| New | +$741K | 0.15% | 74 |
|