CAL
Capital Advisors Ltd’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 | $1.97M | Buy |
25,418
+365
| +1% | +$28.2K | 0.24% | 61 |
|
|
2025
Q1 | $1.92M | Buy |
25,053
+3,028
| +14% | +$232K | 0.25% | 64 |
|
|
2024
Q4 | $1.65M | Buy |
22,025
+840
| +4% | +$62.8K | 0.21% | 69 |
|
|
2024
Q3 | $1.66M | Buy |
21,185
+1,315
| +7% | +$103K | 0.21% | 70 |
|
|
2024
Q2 | $1.49M | Sell |
19,870
-581
| -3% | -$43.5K | 0.19% | 72 |
|
|
2024
Q1 | $1.54M | Sell |
20,451
-3,744
| -15% | -$282K | 0.2% | 70 |
|
|
2023
Q4 | $1.85M | Buy |
24,195
+6,298
| +35% | +$481K | 0.26% | 60 |
|
|
2023
Q3 | $1.29M | Buy |
17,897
+341
| +2% | +$24.7K | 0.2% | 72 |
|
|
2023
Q2 | $1.32M | Hold |
17,556
| – | – | 0.2% | 73 |
|
|
2023
Q1 | $1.35M | Sell |
17,556
-9,925
| -36% | -$762K | 0.22% | 67 |
|
|
2022
Q4 | $2.04M | Buy |
27,481
+27,057
| +6,381% | +$2.01M | 0.35% | 49 |
|
|
2022
Q3 | $31K | Hold |
424
| – | – | 0.01% | 408 |
|
|
2022
Q2 | $33K | Hold |
424
| – | – | 0.01% | 391 |
|
|
2022
Q1 | $35K | Sell |
424
-550
| -56% | -$45.4K | 0.01% | 395 |
|
|
2021
Q4 | $85K | Buy |
+974
| New | +$85K | 0.01% | 313 |
|
|
2014
Q1 | – | Sell |
-659
| Closed | -$54K | – | 333 |
|
|
2013
Q4 | $54K | Buy |
+659
| New | +$54K | 0.04% | 142 |
|