Capital Advisors Ltd’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
Q2 | $1.97M | Buy |
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|
2025
Q1 | $1.92M | Buy |
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|
2024
Q4 | $1.65M | Buy |
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|
2024
Q3 | $1.66M | Buy |
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|
2024
Q2 | $1.49M | Sell |
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|
2024
Q1 | $1.54M | Sell |
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|
2023
Q4 | $1.85M | Buy |
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|
2023
Q3 | $1.29M | Buy |
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|
2023
Q2 | $1.32M | Hold |
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|
2023
Q1 | $1.35M | Sell |
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|
2022
Q4 | $2.04M | Buy |
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|
2022
Q3 | $31K | Hold |
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|
2022
Q2 | $33K | Hold |
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|
2022
Q1 | $35K | Sell |
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|
2021
Q4 | $85K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $54K | Buy |
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