Ziegler Capital 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $24.5K | Sell |
3,250
-763
| -19% | -$5.75K | ﹤0.01% | 399 |
|
2023
Q4 | $307K | Hold |
4,013
| – | – | 0.01% | 379 |
|
2023
Q3 | $290K | Hold |
4,013
| – | – | 0.01% | 375 |
|
2023
Q2 | $302K | Hold |
4,013
| – | – | 0.01% | 379 |
|
2023
Q1 | $308K | Buy |
4,013
+200
| +5% | +$15.3K | 0.01% | 375 |
|
2022
Q4 | $283K | Hold |
3,813
| – | – | 0.01% | 371 |
|
2022
Q3 | $280K | Hold |
3,813
| – | – | 0.01% | 364 |
|
2022
Q2 | $296K | Buy |
3,813
+763
| +25% | +$59.2K | 0.01% | 364 |
|
2022
Q1 | $250K | Buy |
+3,050
| New | +$250K | 0.01% | 361 |
|