Capital Analysts LLC’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Capital Analysts LLC’s Portfolio BIV Stock Details BIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.8M	Buy	191,791 +9,285	+5%	+$723K	0.39%	59
2025 Q4	$14.2M	Buy	182,506 +116,750	+178%	+$9.13M	0.39%	61
2025 Q3	$5.13M	Buy	65,756 +18,874	+40%	+$1.46M	0.15%	122
2025 Q2	$3.63M	Buy	46,882 +2,227	+5%	+$170K	0.12%	151
2025 Q1	$3.42M	Buy	44,655 +231	+0.5%	+$17.4K	0.13%	146
2024 Q4	$3.32M	Buy	44,424 +7,926	+22%	+$603K	0.13%	131
2024 Q3	$2.86M	Buy	36,498 +171	+0.5%	+$13.2K	0.12%	147
2024 Q2	$2.72M	Buy	36,327 +25,793	+245%	+$1.92M	0.12%	146
2024 Q1	$794K	Sell	10,534 -268	-2%	-$20.2K	0.04%	270
2023 Q4	$825K	Sell	10,802 -1,408	-12%	-$103K	0.04%	252
2023 Q3	$883K	Sell	12,210 -877	-7%	-$64.9K	0.05%	231
2023 Q2	$984K	Buy	13,087 +236	+2%	+$18K	0.05%	224
2023 Q1	$986K	Buy	12,851 +1,388	+12%	+$105K	0.06%	215
2022 Q4	$852K	Buy	11,463 +1,072	+10%	+$79.4K	0.05%	230
2022 Q3	$763K	Buy	10,391 +3,272	+46%	+$253K	0.05%	232
2022 Q2	$553K	Buy	7,119 +469	+7%	+$36.8K	0.04%	256
2022 Q1	$545K	Sell	6,650 -491	-7%	-$41.5K	0.03%	261
2021 Q4	$626K	Buy	7,141 +6	+0.1%	+$532	0.04%	242
2021 Q3	$638K	Buy	7,135 +1,565	+28%	+$142K	0.04%	235
2021 Q2	$501K	Buy	5,570 +4,200	+307%	+$375K	0.03%	256
2021 Q1	$122K	Hold	1,370	–	–	0.01%	421
2020 Q4	$127K	Buy	1,370 +1,200	+706%	+$112K	0.01%	281
2020 Q3	$16K	Hold	170	–	–	﹤0.01%	529
2020 Q2	$16K	Hold	170	–	–	﹤0.01%	494
2020 Q1	$15K	Hold	170	–	–	﹤0.01%	479
2019 Q4	$15K	Hold	170	–	–	﹤0.01%	513
2019 Q3	$14K	Hold	170	–	–	﹤0.01%	507
2019 Q2	$15K	Hold	170	–	–	﹤0.01%	484
2019 Q1	$14K	Hold	170	–	–	﹤0.01%	471
2018 Q4	$14K	Hold	170	–	–	﹤0.01%	430
2018 Q3	$14K	Sell	170 -205	-55%	-$16.6K	﹤0.01%	415
2018 Q2	$30K	Sell	375 -30	-7%	-$2.42K	﹤0.01%	375
2018 Q1	$33K	Buy	+405	New	+$33.2K	﹤0.01%	353
2016 Q1	–	Sell	-383	Closed	-$31.8K	–	388
2015 Q4	$31.8K	Buy	+383	New	+$32.2K	0.01%	313