Caldwell Trust’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.27M | Buy |
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|
2025
Q2 | $794K | Hold |
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|
2025
Q1 | $786K | Hold |
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|
2024
Q4 | $767K | Hold |
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|
2024
Q3 | $804K | Buy |
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|
2024
Q2 | $524K | Hold |
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|
2024
Q1 | $528K | Sell |
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|
2023
Q4 | $787K | Hold |
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|
2023
Q3 | $745K | Sell |
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|
2023
Q2 | $998K | Buy |
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|
2023
Q1 | $378K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $142K | Sell |
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|
2022
Q1 | $155K | Sell |
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|
2021
Q4 | $172K | Sell |
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|
2021
Q3 | $187K | Hold |
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|
2021
Q2 | $188K | Sell |
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|
2021
Q1 | $249K | Buy |
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|
2020
Q4 | $94.4K | Hold |
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|
2020
Q3 | $95.1K | Sell |
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|
2020
Q2 | $115K | Hold |
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|
2020
Q1 | $110K | Hold |
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|
2019
Q4 | $108K | Buy |
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