CPA
Capital Performance Advisors’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 | $1.88M | Sell |
24,274
-837
| -3% | -$64.7K | 0.37% | 42 |
|
|
2025
Q1 | $1.92M | Sell |
25,111
-223
| -0.9% | -$17.1K | 0.42% | 38 |
|
|
2024
Q4 | $1.89M | Buy |
25,334
+852
| +3% | +$63.7K | 0.61% | 27 |
|
|
2024
Q3 | $1.92M | Buy |
24,482
+623
| +3% | +$48.8K | 0.58% | 26 |
|
|
2024
Q2 | $1.79M | Sell |
23,859
-23,915
| -50% | -$1.79M | 0.68% | 24 |
|
|
2024
Q1 | $3.6M | Buy |
47,774
+24,333
| +104% | +$1.83M | 1.38% | 14 |
|
|
2023
Q4 | $1.79M | Buy |
23,441
+401
| +2% | +$30.6K | 0.77% | 17 |
|
|
2023
Q3 | $1.67M | Buy |
23,040
+529
| +2% | +$38.3K | 0.85% | 15 |
|
|
2023
Q2 | $1.69M | Buy |
22,511
+1,213
| +6% | +$91.3K | 0.84% | 15 |
|
|
2023
Q1 | $1.63M | Buy |
21,298
+777
| +4% | +$59.6K | 0.88% | 15 |
|
|
2022
Q4 | $1.53M | Buy |
20,521
+588
| +3% | +$43.7K | 0.88% | 15 |
|
|
2022
Q3 | $1.47M | Buy |
19,933
+200
| +1% | +$14.7K | 0.95% | 14 |
|
|
2022
Q2 | $1.53M | Buy |
19,733
+1,636
| +9% | +$127K | 0.94% | 14 |
|
|
2022
Q1 | $1.48M | Sell |
18,097
-2
| -0% | -$164 | 0.85% | 14 |
|
|
2021
Q4 | $1.55M | Buy |
+18,099
| New | +$1.55M | 0.94% | 13 |
|