Atlas 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 | $54.8K | Hold |
708
| – | – | 0.01% | 613 |
|
|
2025
Q1 | $54.2K | Buy |
708
+318
| +82% | +$24.3K | 0.01% | 624 |
|
|
2024
Q4 | $29.1K | Sell |
390
-1,233
| -76% | -$92.1K | ﹤0.01% | 677 |
|
|
2024
Q3 | $127K | Sell |
1,623
-22
| -1% | -$1.72K | 0.02% | 452 |
|
|
2024
Q2 | $123K | Buy |
1,645
+170
| +12% | +$12.7K | 0.02% | 468 |
|
|
2024
Q1 | $111K | Buy |
1,475
+913
| +162% | +$68.8K | 0.02% | 464 |
|
|
2023
Q4 | $42.9K | Hold |
562
| – | – | 0.01% | 611 |
|
|
2023
Q3 | $40.6K | Sell |
562
-80
| -12% | -$5.79K | 0.01% | 566 |
|
|
2023
Q2 | $48.3K | Sell |
642
-164
| -20% | -$12.3K | 0.01% | 576 |
|
|
2023
Q1 | $61.9K | Sell |
806
-195
| -19% | -$15K | 0.01% | 535 |
|
|
2022
Q4 | $74.4K | Buy |
1,001
+292
| +41% | +$21.7K | 0.01% | 485 |
|
|
2022
Q3 | $52.1K | Sell |
709
-713
| -50% | -$52.4K | 0.01% | 528 |
|
|
2022
Q2 | $110K | Sell |
1,422
-655
| -32% | -$50.9K | 0.02% | 448 |
|
|
2022
Q1 | $170K | Sell |
2,077
-479
| -19% | -$39.2K | 0.03% | 385 |
|
|
2021
Q4 | $224K | Sell |
2,556
-67
| -3% | -$5.87K | 0.03% | 339 |
|
|
2021
Q3 | $235K | Buy |
2,623
+344
| +15% | +$30.8K | 0.04% | 321 |
|
|
2021
Q2 | $205K | Buy |
2,279
+16
| +0.7% | +$1.44K | 0.03% | 354 |
|
|
2021
Q1 | $201K | Buy |
+2,263
| New | +$201K | 0.04% | 331 |
|
|
2020
Q3 | – | Sell |
-1,834
| Closed | -$171K | – | 343 |
|
|
2020
Q2 | $171K | Buy |
+1,834
| New | +$171K | 0.04% | 333 |
|
|
2019
Q4 | – | Sell |
-1,810
| Closed | -$159K | – | 630 |
|
|
2019
Q3 | $159K | Buy |
1,810
+381
| +27% | +$33.5K | 0.05% | 350 |
|
|
2019
Q2 | $124K | Buy |
1,429
+1,217
| +574% | +$105K | 0.04% | 374 |
|
|
2019
Q1 | $17.8K | Buy |
+212
| New | +$17.8K | 0.01% | 495 |
|
|
2018
Q2 | – | Sell |
-741
| Closed | -$60.6K | – | 511 |
|
|
2018
Q1 | $60.6K | Buy |
+741
| New | +$60.6K | 0.02% | 405 |
|