CISOA
Capital Investment Services of America’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 | $1.97M | Sell |
25,415
-1,125
| -4% | -$87K | 0.18% | 50 |
|
|
2025
Q1 | $2.03M | Sell |
26,540
-1,990
| -7% | -$152K | 0.21% | 50 |
|
|
2024
Q4 | $2.13M | Sell |
28,530
-1,350
| -5% | -$101K | 0.2% | 51 |
|
|
2024
Q3 | $2.34M | Hold |
29,880
| – | – | 0.22% | 48 |
|
|
2024
Q2 | $2.24M | Sell |
29,880
-275
| -0.9% | -$20.6K | 0.22% | 48 |
|
|
2024
Q1 | $2.27M | Hold |
30,155
| – | – | 0.22% | 49 |
|
|
2023
Q4 | $2.3M | Sell |
30,155
-1,260
| -4% | -$96.2K | 0.24% | 49 |
|
|
2023
Q3 | $2.27M | Sell |
31,415
-1,250
| -4% | -$90.4K | 0.26% | 48 |
|
|
2023
Q2 | $2.46M | Sell |
32,665
-150
| -0.5% | -$11.3K | 0.27% | 48 |
|
|
2023
Q1 | $2.52M | Sell |
32,815
-250
| -0.8% | -$19.2K | 0.3% | 46 |
|
|
2022
Q4 | $2.46M | Sell |
33,065
-5,025
| -13% | -$373K | 0.33% | 46 |
|
|
2022
Q3 | $2.8M | Sell |
38,090
-260
| -0.7% | -$19.1K | 0.38% | 47 |
|
|
2022
Q2 | $2.98M | Sell |
38,350
-675
| -2% | -$52.4K | 0.39% | 45 |
|
|
2022
Q1 | $3.42M | Hold |
39,025
| – | – | 0.31% | 47 |
|
|
2021
Q4 | $3.42M | Sell |
39,025
-1,400
| -3% | -$123K | 0.31% | 47 |
|
|
2021
Q3 | $3.62M | Sell |
40,425
-2,025
| -5% | -$181K | 0.34% | 45 |
|
|
2021
Q2 | $3.82M | Sell |
42,450
-265
| -0.6% | -$23.8K | 0.36% | 45 |
|
|
2021
Q1 | $3.79M | Sell |
42,715
-50
| -0.1% | -$4.44K | 0.39% | 44 |
|
|
2020
Q4 | $3.97M | Buy |
42,765
+1,000
| +2% | +$92.9K | 0.41% | 44 |
|
|
2020
Q3 | $3.9M | Buy |
+41,765
| New | +$3.9M | 0.48% | 44 |
|