CAGAS
Capital Advisory Group Advisory Services’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 | $4.02M | Buy |
51,975
+935
| +2% | +$72.3K | 1.45% | 14 |
|
|
2025
Q1 | $3.91M | Buy |
51,040
+1,060
| +2% | +$81.2K | 1.49% | 12 |
|
|
2024
Q4 | $3.74M | Buy |
49,980
+9,051
| +22% | +$676K | 1.34% | 15 |
|
|
2024
Q3 | $3.21M | Buy |
40,929
+4,534
| +12% | +$355K | 1.28% | 19 |
|
|
2024
Q2 | $2.73M | Buy |
36,395
+23,072
| +173% | +$1.73M | 1.16% | 23 |
|
|
2024
Q1 | $1M | Buy |
13,323
+5,767
| +76% | +$435K | 0.48% | 56 |
|
|
2023
Q4 | $577K | Sell |
7,556
-167
| -2% | -$12.8K | 0.31% | 73 |
|
|
2023
Q3 | $558K | Buy |
+7,723
| New | +$558K | 0.32% | 78 |
|
|
2023
Q2 | – | Sell |
-7,520
| Closed | -$577K | – | 92 |
|
|
2023
Q1 | $577K | Buy |
7,520
+295
| +4% | +$22.6K | 0.35% | 72 |
|
|
2022
Q4 | $537K | Sell |
7,225
-568
| -7% | -$42.2K | 0.36% | 71 |
|
|
2022
Q3 | $573K | Sell |
7,793
-1,619
| -17% | -$119K | 0.4% | 70 |
|
|
2022
Q2 | $735K | Sell |
9,412
-15,157
| -62% | -$1.18M | 0.44% | 69 |
|
|
2022
Q1 | $2.01M | Buy |
24,569
+1,071
| +5% | +$87.7K | 0.93% | 31 |
|
|
2021
Q4 | $2.06M | Buy |
23,498
+1,286
| +6% | +$113K | 0.89% | 32 |
|
|
2021
Q3 | $1.99M | Sell |
22,212
-517
| -2% | -$46.2K | 0.72% | 37 |
|
|
2021
Q2 | $2.05M | Buy |
22,729
+446
| +2% | +$40.1K | 0.74% | 36 |
|
|
2021
Q1 | $1.98M | Sell |
22,283
-1,432
| -6% | -$127K | 0.77% | 37 |
|
|
2020
Q4 | $2.2M | Sell |
23,715
-4,695
| -17% | -$436K | 0.92% | 27 |
|
|
2020
Q3 | $2.66M | Buy |
28,410
+120
| +0.4% | +$11.2K | 1.38% | 21 |
|
|
2020
Q2 | $2.64M | Buy |
+28,290
| New | +$2.64M | 1.47% | 22 |
|