AAS
Avantax Advisory Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Buy |
143,702
+13,756
| +11% | +$1.06M | 0.06% | 251 |
|
|
2025
Q1 | $9.95M | Sell |
129,946
-10,543
| -8% | -$807K | 0.06% | 247 |
|
|
2024
Q4 | $10.5M | Sell |
140,489
-87,958
| -39% | -$6.57M | 0.07% | 215 |
|
|
2024
Q3 | $17.9M | Sell |
228,447
-16,825
| -7% | -$1.32M | 0.12% | 134 |
|
|
2024
Q2 | $18.4M | Sell |
245,272
-177,337
| -42% | -$13.3M | 0.13% | 117 |
|
|
2024
Q1 | $31.9M | Buy |
422,609
+5,440
| +1% | +$410K | 0.28% | 50 |
|
|
2023
Q4 | $31.9M | Buy |
417,169
+64,380
| +18% | +$4.92M | 0.32% | 36 |
|
|
2023
Q3 | $25.5M | Buy |
352,789
+24,252
| +7% | +$1.75M | 0.29% | 43 |
|
|
2023
Q2 | $24.7M | Buy |
328,537
+79,785
| +32% | +$6M | 0.28% | 48 |
|
|
2023
Q1 | $19.1M | Buy |
248,752
+211,496
| +568% | +$16.2M | 0.23% | 71 |
|
|
2022
Q4 | $2.77M | Sell |
37,256
-993
| -3% | -$73.8K | 0.04% | 346 |
|
|
2022
Q3 | $2.81M | Buy |
38,249
+3,093
| +9% | +$227K | 0.04% | 312 |
|
|
2022
Q2 | $2.73M | Sell |
35,156
-14,471
| -29% | -$1.12M | 0.04% | 313 |
|
|
2022
Q1 | $4.07M | Sell |
49,627
-130,903
| -73% | -$10.7M | 0.06% | 240 |
|
|
2021
Q4 | $15.8M | Sell |
180,530
-16,639
| -8% | -$1.46M | 0.24% | 66 |
|
|
2021
Q3 | $17.6M | Buy |
197,169
+6,855
| +4% | +$613K | 0.29% | 53 |
|
|
2021
Q2 | $17.1M | Buy |
190,314
+11,662
| +7% | +$1.05M | 0.31% | 52 |
|
|
2021
Q1 | $15.8M | Buy |
178,652
+16,486
| +10% | +$1.46M | 0.34% | 49 |
|
|
2020
Q4 | $15.1M | Sell |
162,166
-5,481
| -3% | -$509K | 0.36% | 47 |
|
|
2020
Q3 | $15.7M | Buy |
167,647
+78,826
| +89% | +$7.36M | 0.25% | 74 |
|
|
2020
Q2 | $8.28M | Buy |
88,821
+75,235
| +554% | +$7.01M | 0.24% | 74 |
|
|
2020
Q1 | $1.21M | Buy |
13,586
+4,293
| +46% | +$384K | 0.04% | 268 |
|
|
2019
Q4 | $810K | Buy |
+9,293
| New | +$810K | 0.02% | 379 |
|
|
2019
Q3 | – | Sell |
-2,307
| Closed | -$200K | – | 572 |
|
|
2019
Q2 | $200K | Buy |
+2,307
| New | +$200K | 0.01% | 487 |
|
|
2019
Q1 | – | Sell |
-4,297
| Closed | -$351K | – | 485 |
|
|
2018
Q4 | $351K | Buy |
+4,297
| New | +$351K | 0.06% | 273 |
|