CIA
Capital Investment Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.98M | Sell |
76,011
-1,582
| -2% | -$125K | 0.11% | 131 |
|
|
2025
Q1 | $6.07M | Sell |
77,593
-1,769
| -2% | -$138K | 0.12% | 126 |
|
|
2024
Q4 | $6.13M | Buy |
79,362
+3,275
| +4% | +$253K | 0.13% | 124 |
|
|
2024
Q3 | $5.99M | Sell |
76,087
-4,088
| -5% | -$322K | 0.12% | 130 |
|
|
2024
Q2 | $6.15M | Sell |
80,175
-3,258
| -4% | -$250K | 0.14% | 120 |
|
|
2024
Q1 | $6.4M | Sell |
83,433
-4,595
| -5% | -$352K | 0.15% | 116 |
|
|
2023
Q4 | $6.78M | Sell |
88,028
-8,030
| -8% | -$618K | 0.17% | 110 |
|
|
2023
Q3 | $7.22M | Sell |
96,058
-4,701
| -5% | -$353K | 0.2% | 100 |
|
|
2023
Q2 | $7.61M | Sell |
100,759
-6,532
| -6% | -$494K | 0.23% | 86 |
|
|
2023
Q1 | $8.21M | Sell |
107,291
-6,350
| -6% | -$486K | 0.24% | 88 |
|
|
2022
Q4 | $8.56M | Sell |
113,641
-5,503
| -5% | -$414K | 0.26% | 86 |
|
|
2022
Q3 | $8.91M | Sell |
119,144
-4,886
| -4% | -$366K | 0.31% | 78 |
|
|
2022
Q2 | $9.52M | Sell |
124,030
-6,066
| -5% | -$466K | 0.32% | 79 |
|
|
2022
Q1 | $10.1M | Sell |
130,096
-15,351
| -11% | -$1.2M | 0.31% | 76 |
|
|
2021
Q4 | $11.8M | Sell |
145,447
-31,718
| -18% | -$2.56M | 0.36% | 64 |
|
|
2021
Q3 | $14.5M | Sell |
177,165
-25,482
| -13% | -$2.09M | 0.49% | 48 |
|
|
2021
Q2 | $16.6M | Sell |
202,647
-23,590
| -10% | -$1.94M | 0.57% | 43 |
|
|
2021
Q1 | $18.6M | Sell |
226,237
-69,084
| -23% | -$5.68M | 0.7% | 38 |
|
|
2020
Q4 | $24.5M | Sell |
295,321
-7,055
| -2% | -$585K | 1.02% | 25 |
|
|
2020
Q3 | $25.1M | Buy |
302,376
+14,694
| +5% | +$1.22M | 1.2% | 21 |
|
|
2020
Q2 | $23.9M | Buy |
287,682
+109,104
| +61% | +$9.07M | 1.24% | 22 |
|
|
2020
Q1 | $14.7M | Buy |
178,578
+1,065
| +0.6% | +$87.5K | 0.94% | 29 |
|
|
2019
Q4 | $14.3M | Buy |
177,513
+16,423
| +10% | +$1.32M | 0.69% | 38 |
|
|
2019
Q3 | $13M | Buy |
161,090
+32,536
| +25% | +$2.63M | 0.68% | 35 |
|
|
2019
Q2 | $10.4M | Buy |
128,554
+6,327
| +5% | +$509K | 0.57% | 41 |
|
|
2019
Q1 | $9.73M | Sell |
122,227
-6,021
| -5% | -$479K | 0.57% | 41 |
|
|
2018
Q4 | $10.1M | Sell |
128,248
-15,131
| -11% | -$1.19M | 0.67% | 38 |
|
|
2018
Q3 | $11.2M | Buy |
143,379
+1,657
| +1% | +$129K | 0.66% | 37 |
|
|
2018
Q2 | $11.1M | Sell |
141,722
-23,744
| -14% | -$1.86M | 0.69% | 35 |
|
|
2018
Q1 | $13M | Buy |
165,466
+873
| +0.5% | +$68.5K | 0.85% | 30 |
|
|
2017
Q4 | $13M | Buy |
164,593
+12,009
| +8% | +$950K | 0.85% | 27 |
|
|
2017
Q3 | $12.2M | Sell |
152,584
-854
| -0.6% | -$68.2K | 0.84% | 27 |
|
|
2017
Q2 | $12.3M | Buy |
153,438
+7,518
| +5% | +$600K | 0.88% | 25 |
|
|
2017
Q1 | $11.6M | Buy |
145,920
+25,053
| +21% | +$2M | 0.88% | 24 |
|
|
2016
Q4 | $9.6M | Buy |
120,867
+990
| +0.8% | +$78.7K | 0.81% | 26 |
|
|
2016
Q3 | $9.69M | Sell |
119,877
-2,281
| -2% | -$184K | 0.85% | 26 |
|
|
2016
Q2 | $9.9M | Sell |
122,158
-7,759
| -6% | -$629K | 0.93% | 25 |
|
|
2016
Q1 | $10.5M | Sell |
129,917
-16,603
| -11% | -$1.34M | 1.03% | 19 |
|
|
2015
Q4 | $11.7M | Sell |
146,520
-1,826
| -1% | -$145K | 1.2% | 15 |
|
|
2015
Q3 | $11.9M | Sell |
148,346
-3,502
| -2% | -$282K | 1.34% | 14 |
|
|
2015
Q2 | $12.2M | Sell |
151,848
-6,808
| -4% | -$546K | 1.31% | 13 |
|
|
2015
Q1 | $12.8M | Sell |
158,656
-51,567
| -25% | -$4.15M | 1.35% | 12 |
|
|
2014
Q4 | $16.8M | Buy |
210,223
+23,574
| +13% | +$1.88M | 1.86% | 10 |
|
|
2014
Q3 | $14.9M | Buy |
186,649
+13,453
| +8% | +$1.08M | 1.71% | 9 |
|
|
2014
Q2 | $13.9M | Buy |
173,196
+21,568
| +14% | +$1.73M | 1.59% | 10 |
|
|
2014
Q1 | $12.1M | Buy |
151,628
+7,573
| +5% | +$607K | 1.53% | 11 |
|
|
2013
Q4 | $11.5M | Buy |
+144,055
| New | +$11.5M | 1.53% | 11 |
|