Wolff Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,847
| Closed | -$282K | – | 98 |
|
|
2022
Q3 | $282K | Sell |
3,847
-478
| -11% | -$35K | 0.13% | 86 |
|
|
2022
Q2 | $336K | Sell |
4,325
-346
| -7% | -$26.9K | 0.15% | 84 |
|
|
2022
Q1 | $383K | Sell |
4,671
-39
| -0.8% | -$3.2K | 0.15% | 83 |
|
|
2021
Q4 | $413K | Buy |
+4,710
| New | +$413K | 0.16% | 84 |
|
|
2021
Q1 | $445K | Buy |
5,020
+466
| +10% | +$41.3K | 0.2% | 75 |
|
|
2020
Q4 | $423K | Buy |
4,554
+594
| +15% | +$55.2K | 0.22% | 65 |
|
|
2020
Q3 | $370K | Buy |
3,960
+130
| +3% | +$12.1K | 0.22% | 64 |
|
|
2020
Q2 | $357K | Buy |
3,830
+778
| +25% | +$72.5K | 0.23% | 62 |
|
|
2020
Q1 | $273K | Buy |
+3,052
| New | +$273K | 0.21% | 69 |
|