Capital Investment Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $882K | Buy |
11,405
+1,039
| +10% | +$80.4K | 0.02% | 341 |
|
|
2025
Q1 | $794K | Buy |
10,366
+1,474
| +17% | +$113K | 0.02% | 352 |
|
|
2024
Q4 | $665K | Sell |
8,892
-359
| -4% | -$26.8K | 0.01% | 373 |
|
|
2024
Q3 | $725K | Sell |
9,251
-2,616
| -22% | -$205K | 0.01% | 349 |
|
|
2024
Q2 | $889K | Sell |
11,867
-1,816
| -13% | -$136K | 0.02% | 302 |
|
|
2024
Q1 | $1.03M | Sell |
13,683
-214
| -2% | -$16.1K | 0.02% | 285 |
|
|
2023
Q4 | $1.06M | Sell |
13,897
-1,832
| -12% | -$140K | 0.03% | 269 |
|
|
2023
Q3 | $1.14M | Sell |
15,729
-1,844
| -10% | -$133K | 0.03% | 240 |
|
|
2023
Q2 | $1.32M | Sell |
17,573
-374
| -2% | -$28.1K | 0.04% | 205 |
|
|
2023
Q1 | $1.38M | Sell |
17,947
-3,478
| -16% | -$267K | 0.04% | 207 |
|
|
2022
Q4 | $1.59M | Buy |
21,425
+1,111
| +5% | +$82.6K | 0.05% | 196 |
|
|
2022
Q3 | $1.49M | Buy |
20,314
+300
| +1% | +$22K | 0.05% | 200 |
|
|
2022
Q2 | $1.55M | Sell |
20,014
-415
| -2% | -$32.2K | 0.05% | 204 |
|
|
2022
Q1 | $1.67M | Buy |
20,429
+112
| +0.6% | +$9.17K | 0.05% | 212 |
|
|
2021
Q4 | $1.78M | Buy |
20,317
+111
| +0.5% | +$9.73K | 0.05% | 207 |
|
|
2021
Q3 | $1.81M | Buy |
20,206
+271
| +1% | +$24.2K | 0.06% | 201 |
|
|
2021
Q2 | $1.79M | Buy |
19,935
+1,774
| +10% | +$160K | 0.06% | 196 |
|
|
2021
Q1 | $1.61M | Buy |
18,161
+187
| +1% | +$16.6K | 0.06% | 194 |
|
|
2020
Q4 | $1.67M | Buy |
17,974
+1,121
| +7% | +$104K | 0.07% | 182 |
|
|
2020
Q3 | $1.58M | Sell |
16,853
-130
| -0.8% | -$12.1K | 0.08% | 169 |
|
|
2020
Q2 | $1.58M | Sell |
16,983
-700
| -4% | -$65.2K | 0.08% | 160 |
|
|
2020
Q1 | $1.58M | Sell |
17,683
-10,675
| -38% | -$954K | 0.1% | 146 |
|
|
2019
Q4 | $2.47M | Buy |
28,358
+3,615
| +15% | +$315K | 0.12% | 137 |
|
|
2019
Q3 | $2.18M | Buy |
24,743
+667
| +3% | +$58.7K | 0.11% | 147 |
|
|
2019
Q2 | $2.08M | Sell |
24,076
-138
| -0.6% | -$11.9K | 0.11% | 147 |
|
|
2019
Q1 | $2.03M | Sell |
24,214
-62
| -0.3% | -$5.2K | 0.12% | 144 |
|
|
2018
Q4 | $1.97M | Sell |
24,276
-624
| -3% | -$50.7K | 0.13% | 133 |
|
|
2018
Q3 | $2M | Sell |
24,900
-7,876
| -24% | -$634K | 0.12% | 137 |
|
|
2018
Q2 | $2.65M | Sell |
32,776
-3,017
| -8% | -$244K | 0.17% | 117 |
|
|
2018
Q1 | $2.93M | Sell |
35,793
-34,175
| -49% | -$2.79M | 0.19% | 107 |
|
|
2017
Q4 | $5.87M | Sell |
69,968
-3,086
| -4% | -$259K | 0.38% | 59 |
|
|
2017
Q3 | $6.19M | Sell |
73,054
-6,432
| -8% | -$545K | 0.42% | 54 |
|
|
2017
Q2 | $6.72M | Sell |
79,486
-3,287
| -4% | -$278K | 0.48% | 50 |
|
|
2017
Q1 | $6.92M | Sell |
82,773
-8,232
| -9% | -$688K | 0.53% | 43 |
|
|
2016
Q4 | $7.56M | Sell |
91,005
-4,411
| -5% | -$366K | 0.64% | 37 |
|
|
2016
Q3 | $8.36M | Sell |
95,416
-6,275
| -6% | -$550K | 0.74% | 30 |
|
|
2016
Q2 | $8.96M | Sell |
101,691
-9,442
| -8% | -$832K | 0.84% | 30 |
|
|
2016
Q1 | $9.59M | Buy |
111,133
+682
| +0.6% | +$58.8K | 0.94% | 26 |
|
|
2015
Q4 | $9.17M | Sell |
110,451
-2,151
| -2% | -$179K | 0.94% | 25 |
|
|
2015
Q3 | $9.55M | Buy |
112,602
+9,409
| +9% | +$798K | 1.07% | 22 |
|
|
2015
Q2 | $8.66M | Buy |
103,193
+2,975
| +3% | +$250K | 0.93% | 23 |
|
|
2015
Q1 | $8.64M | Buy |
100,218
+33,699
| +51% | +$2.91M | 0.91% | 24 |
|
|
2014
Q4 | $5.63M | Buy |
66,519
+8,039
| +14% | +$681K | 0.62% | 43 |
|
|
2014
Q3 | $4.93M | Buy |
58,480
+2,260
| +4% | +$190K | 0.56% | 49 |
|
|
2014
Q2 | $4.76M | Buy |
56,220
+7,979
| +17% | +$676K | 0.55% | 52 |
|
|
2014
Q1 | $4.02M | Sell |
48,241
-2,432
| -5% | -$203K | 0.5% | 54 |
|
|
2013
Q4 | $4.14M | Buy |
+50,673
| New | +$4.14M | 0.55% | 53 |
|