Capstone Triton Financial Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $528K | Sell |
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|
2025
Q2 | $544K | Buy |
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|
2024
Q4 | $573K | Sell |
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|
2024
Q3 | $611K | Sell |
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|
2024
Q2 | $600K | Sell |
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|
2024
Q1 | $654K | Sell |
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|
2023
Q4 | $990K | Sell |
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|
2023
Q3 | $940K | Buy |
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|
2023
Q2 | $977K | Sell |
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|
2023
Q1 | $1.01M | Sell |
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $1.23M | Buy |
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|
2022
Q2 | $1.24M | Sell |
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|
2022
Q1 | $2.07M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $2.39M | Buy |
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|
2021
Q2 | $1.78M | Buy |
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|
2021
Q1 | $1.61M | Buy |
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|
2020
Q4 | $1.57M | Buy |
|