Capstone Triton Financial Group’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 | $544K | Buy |
+7,028
| New | +$544K | 0.39% | 71 |
|
|
2024
Q4 | $573K | Sell |
7,661
-132
| -2% | -$9.86K | 0.36% | 77 |
|
|
2024
Q3 | $611K | Sell |
7,793
-217
| -3% | -$17K | 0.39% | 74 |
|
|
2024
Q2 | $600K | Sell |
8,010
-662
| -8% | -$49.6K | 0.42% | 69 |
|
|
2024
Q1 | $654K | Sell |
8,672
-4,295
| -33% | -$324K | 0.46% | 66 |
|
|
2023
Q4 | $990K | Sell |
12,967
-36
| -0.3% | -$2.75K | 0.72% | 49 |
|
|
2023
Q3 | $940K | Buy |
13,003
+15
| +0.1% | +$1.09K | 0.69% | 54 |
|
|
2023
Q2 | $977K | Sell |
12,988
-225
| -2% | -$16.9K | 0.67% | 57 |
|
|
2023
Q1 | $1.01M | Sell |
13,213
-338
| -2% | -$25.9K | 0.76% | 51 |
|
|
2022
Q4 | $1.01M | Sell |
13,551
-3,199
| -19% | -$238K | 0.81% | 45 |
|
|
2022
Q3 | $1.23M | Buy |
16,750
+887
| +6% | +$65.2K | 1.05% | 33 |
|
|
2022
Q2 | $1.24M | Sell |
15,863
-10,339
| -39% | -$810K | 0.94% | 37 |
|
|
2022
Q1 | $2.07M | Buy |
+26,202
| New | +$2.07M | 1.44% | 20 |
|
|
2021
Q4 | – | Sell |
-26,959
| Closed | -$2.39M | – | 93 |
|
|
2021
Q3 | $2.39M | Buy |
26,959
+7,170
| +36% | +$635K | 1.44% | 18 |
|
|
2021
Q2 | $1.78M | Buy |
19,789
+1,624
| +9% | +$146K | 1.1% | 28 |
|
|
2021
Q1 | $1.61M | Buy |
18,165
+1,212
| +7% | +$108K | 1.07% | 28 |
|
|
2020
Q4 | $1.57M | Buy |
+16,953
| New | +$1.57M | 0.96% | 28 |
|