Cape Investment Advisory’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 | $57.3K | Sell |
741
-719
| -49% | -$55.6K | 0.02% | 353 |
|
|
2025
Q1 | $112K | Buy |
1,460
+712
| +95% | +$54.5K | 0.04% | 231 |
|
|
2024
Q4 | $55.9K | Buy |
748
+242
| +48% | +$18.1K | 0.02% | 320 |
|
|
2024
Q3 | $39.7K | Buy |
506
+97
| +24% | +$7.6K | 0.02% | 351 |
|
|
2024
Q2 | $30.6K | Buy |
409
+1
| +0.2% | +$75 | 0.01% | 367 |
|
|
2024
Q1 | $30.8K | Sell |
408
-397
| -49% | -$29.9K | 0.01% | 377 |
|
|
2023
Q4 | $61.5K | Buy |
805
+742
| +1,178% | +$56.7K | 0.03% | 312 |
|
|
2023
Q3 | $4.56K | Sell |
63
-1,021
| -94% | -$73.8K | ﹤0.01% | 683 |
|
|
2023
Q2 | $81.5K | Buy |
1,084
+1,021
| +1,621% | +$76.8K | 0.05% | 219 |
|
|
2023
Q1 | $4.84K | Buy |
+63
| New | +$4.84K | ﹤0.01% | 682 |
|