Aptus Capital Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.93M | Sell |
89,597
-12,256
| -12% | -$948K | 0.06% | 238 |
|
2025
Q1 | $7.8M | Sell |
101,853
-4,806
| -5% | -$368K | 0.08% | 206 |
|
2024
Q4 | $7.97M | Buy |
106,659
+103,263
| +3,041% | +$7.72M | 0.08% | 197 |
|
2024
Q3 | $266K | Sell |
3,396
-539
| -14% | -$42.2K | ﹤0.01% | 691 |
|
2024
Q2 | $295K | Buy |
3,935
+101
| +3% | +$7.57K | 0.01% | 625 |
|
2024
Q1 | $289K | Buy |
3,834
+2,448
| +177% | +$185K | 0.01% | 631 |
|
2023
Q4 | $106K | Buy |
1,386
+110
| +9% | +$8.4K | ﹤0.01% | 609 |
|
2023
Q3 | $92.3K | Buy |
1,276
+66
| +5% | +$4.77K | ﹤0.01% | 625 |
|
2023
Q2 | $91K | Sell |
1,210
-8,451
| -87% | -$636K | ﹤0.01% | 521 |
|
2023
Q1 | $741K | Sell |
9,661
-845
| -8% | -$64.8K | 0.02% | 287 |
|
2022
Q4 | $781K | Sell |
10,506
-1,334
| -11% | -$99.1K | 0.02% | 291 |
|
2022
Q3 | $870K | Buy |
11,840
+11,268
| +1,970% | +$828K | 0.02% | 269 |
|
2022
Q2 | $44K | Hold |
572
| – | – | ﹤0.01% | 468 |
|
2022
Q1 | $47K | Sell |
572
-705
| -55% | -$57.9K | ﹤0.01% | 504 |
|
2021
Q4 | $112K | Buy |
1,277
+639
| +100% | +$56K | ﹤0.01% | 376 |
|
2021
Q3 | $57K | Hold |
638
| – | – | ﹤0.01% | 384 |
|
2021
Q2 | $57K | Buy |
+638
| New | +$57K | ﹤0.01% | 403 |
|
2020
Q4 | – | Sell |
-1,276
| Closed | -$119K | – | 454 |
|
2020
Q3 | $119K | Buy |
1,276
+624
| +96% | +$58.2K | 0.01% | 295 |
|
2020
Q2 | $60K | Buy |
652
+14
| +2% | +$1.29K | ﹤0.01% | 299 |
|
2020
Q1 | $56K | Hold |
638
| – | – | ﹤0.01% | 292 |
|
2019
Q4 | $55K | Buy |
+638
| New | +$55K | ﹤0.01% | 343 |
|