Atria Investments’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 | $12.8M | Buy |
165,859
+43,080
| +35% | +$3.33M | 0.15% | 137 |
|
|
2025
Q1 | $9.4M | Sell |
122,779
-34,884
| -22% | -$2.67M | 0.12% | 195 |
|
|
2024
Q4 | $11.8M | Sell |
157,663
-10,942
| -6% | -$818K | 0.15% | 160 |
|
|
2024
Q3 | $13.2M | Sell |
168,605
-22,006
| -12% | -$1.72M | 0.16% | 135 |
|
|
2024
Q2 | $14.3M | Sell |
190,611
-5,440
| -3% | -$407K | 0.18% | 118 |
|
|
2024
Q1 | $14.8M | Sell |
196,051
-89,391
| -31% | -$6.74M | 0.2% | 106 |
|
|
2023
Q4 | $21.8M | Buy |
285,442
+142,856
| +100% | +$10.9M | 0.34% | 59 |
|
|
2023
Q3 | $10.3M | Sell |
142,586
-25,380
| -15% | -$1.84M | 0.18% | 125 |
|
|
2023
Q2 | $12.6M | Buy |
167,966
+75,371
| +81% | +$5.67M | 0.23% | 92 |
|
|
2023
Q1 | $7.11M | Sell |
92,595
-4,401
| -5% | -$338K | 0.13% | 181 |
|
|
2022
Q4 | $7.21M | Buy |
96,996
+2,658
| +3% | +$198K | 0.15% | 175 |
|
|
2022
Q3 | $6.93M | Sell |
94,338
-33,316
| -26% | -$2.45M | 0.15% | 164 |
|
|
2022
Q2 | $9.91M | Sell |
127,654
-111,076
| -47% | -$8.62M | 0.21% | 108 |
|
|
2022
Q1 | $19.6M | Buy |
238,730
+31,999
| +15% | +$2.62M | 0.34% | 56 |
|
|
2021
Q4 | $18.1M | Buy |
206,731
+24,583
| +13% | +$2.15M | 0.32% | 64 |
|
|
2021
Q3 | $16.3M | Buy |
182,148
+41,145
| +29% | +$3.68M | 0.29% | 68 |
|
|
2021
Q2 | $12.7M | Buy |
141,003
+39,542
| +39% | +$3.56M | 0.24% | 93 |
|
|
2021
Q1 | $9M | Buy |
101,461
+9,211
| +10% | +$817K | 0.2% | 118 |
|
|
2020
Q4 | $8.57M | Buy |
92,250
+5,423
| +6% | +$504K | 0.21% | 120 |
|
|
2020
Q3 | $8.12M | Buy |
86,827
+11,649
| +15% | +$1.09M | 0.25% | 97 |
|
|
2020
Q2 | $7.01M | Buy |
+75,178
| New | +$7.01M | 0.24% | 102 |
|
|
2020
Q1 | – | Sell |
-61,026
| Closed | -$5.32M | – | 615 |
|
|
2019
Q4 | $5.32M | Buy |
61,026
+4,977
| +9% | +$434K | 0.14% | 155 |
|
|
2019
Q3 | $4.93M | Buy |
56,049
+5,463
| +11% | +$481K | 0.18% | 118 |
|
|
2019
Q2 | $4.45M | Buy |
50,586
+848
| +2% | +$74.6K | 0.17% | 121 |
|
|
2019
Q1 | $4.18M | Sell |
49,738
-17,088
| -26% | -$1.43M | 0.18% | 110 |
|
|
2018
Q4 | $5.43M | Buy |
66,826
+35,236
| +112% | +$2.86M | 0.24% | 67 |
|
|
2018
Q3 | $2.54M | Buy |
31,590
+2,258
| +8% | +$182K | 0.1% | 181 |
|
|
2018
Q2 | $2.38M | Sell |
29,332
-13,355
| -31% | -$1.08M | 0.1% | 196 |
|
|
2018
Q1 | $3.49M | Sell |
42,687
-1,111
| -3% | -$90.9K | 0.17% | 116 |
|
|
2017
Q4 | $3.67M | Sell |
43,798
-8,542
| -16% | -$716K | 0.18% | 107 |
|
|
2017
Q3 | $4.43M | Buy |
52,340
+16,599
| +46% | +$1.41M | 0.24% | 74 |
|
|
2017
Q2 | $3.02M | Sell |
35,741
-21,438
| -37% | -$1.81M | 0.18% | 102 |
|
|
2017
Q1 | $4.78M | Sell |
57,179
-17,245
| -23% | -$1.44M | 0.31% | 61 |
|
|
2016
Q4 | $6.18M | Buy |
74,424
+7,924
| +12% | +$658K | 0.47% | 34 |
|
|
2016
Q3 | $5.83M | Buy |
66,500
+41,470
| +166% | +$3.64M | 0.54% | 30 |
|
|
2016
Q2 | $2.21M | Buy |
25,030
+11,357
| +83% | +$1M | 0.24% | 63 |
|
|
2016
Q1 | $1.18M | Buy |
13,673
+1,532
| +13% | +$132K | 0.13% | 122 |
|
|
2015
Q4 | $1.02M | Buy |
+12,141
| New | +$1.02M | 0.11% | 134 |
|