Calton & Associates’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 | $953K | Buy |
12,328
+5,685
| +86% | +$440K | 0.16% | 115 |
|
|
2025
Q1 | $509K | Buy |
+6,643
| New | +$509K | 0.12% | 168 |
|
|
2024
Q1 | – | Sell |
-12,982
| Closed | -$992K | – | 196 |
|
|
2023
Q4 | $992K | Buy |
+12,982
| New | +$992K | 0.4% | 59 |
|
|
2023
Q3 | – | Sell |
-13,261
| Closed | -$998K | – | 119 |
|
|
2023
Q2 | $998K | Buy |
13,261
+537
| +4% | +$40.4K | 0.47% | 59 |
|
|
2023
Q1 | $976K | Sell |
12,724
-1,123
| -8% | -$86.2K | 0.45% | 61 |
|
|
2022
Q4 | $1.03M | Sell |
13,847
-613
| -4% | -$45.6K | 0.4% | 58 |
|
|
2022
Q3 | $1.06M | Sell |
14,460
-81
| -0.6% | -$5.95K | 0.61% | 44 |
|
|
2022
Q2 | $1.13M | Sell |
14,541
-1,428
| -9% | -$111K | 0.63% | 40 |
|
|
2022
Q1 | $1.31M | Buy |
15,969
+635
| +4% | +$52K | 0.39% | 65 |
|
|
2021
Q4 | $1.34M | Buy |
15,334
+1,241
| +9% | +$109K | 0.36% | 65 |
|
|
2021
Q3 | $1.26M | Buy |
14,093
+1,218
| +9% | +$109K | 0.28% | 91 |
|
|
2021
Q2 | $1.16M | Buy |
12,875
+1,050
| +9% | +$94.4K | 0.22% | 94 |
|
|
2021
Q1 | $1.05M | Buy |
11,825
+689
| +6% | +$61.1K | 0.2% | 95 |
|
|
2020
Q4 | $1.03M | Sell |
11,136
-33
| -0.3% | -$3.06K | 0.18% | 98 |
|
|
2020
Q3 | $1.04M | Buy |
11,169
+423
| +4% | +$39.5K | 0.21% | 84 |
|
|
2020
Q2 | $1M | Buy |
10,746
+1,043
| +11% | +$97.2K | 0.22% | 84 |
|
|
2020
Q1 | $867K | Buy |
9,703
+33
| +0.3% | +$2.95K | 0.21% | 89 |
|
|
2019
Q4 | $843K | Buy |
9,670
+6,619
| +217% | +$577K | 0.17% | 111 |
|
|
2019
Q3 | $269K | Buy |
+3,051
| New | +$269K | 0.06% | 264 |
|
|
2018
Q1 | – | Sell |
-1,619
| Closed | -$134K | – | 440 |
|
|
2017
Q4 | $134K | Buy |
+1,619
| New | +$134K | 0.03% | 421 |
|