Capital Asset Advisory Services’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
Q3 | $415K | Buy |
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|
2025
Q2 | $335K | Hold |
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|
2025
Q1 | $333K | Sell |
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|
2024
Q4 | $416K | Hold |
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|
2024
Q3 | $429K | Hold |
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|
2024
Q2 | $419K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $10K | Sell |
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|
2022
Q1 | $40K | Sell |
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|
2021
Q4 | $55K | Sell |
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|
2021
Q3 | $172K | Buy |
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|
2021
Q2 | $171K | Sell |
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|
2021
Q1 | $197K | Sell |
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|
2020
Q4 | $246K | Sell |
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|
2020
Q3 | $420K | Buy |
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|
2020
Q2 | $365K | Buy |
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|
2020
Q1 | $325K | Sell |
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|
2019
Q4 | $365K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $679K | Sell |
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|
2018
Q2 | $713K | Buy |
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|
2018
Q1 | $607K | Buy |
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|
2017
Q4 | $574K | Sell |
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|
2017
Q3 | $746K | Sell |
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|
2017
Q2 | $4.7M | Sell |
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|
2017
Q1 | $6.02M | Buy |
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|
2016
Q4 | $4.76M | Buy |
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