Cary Street Partners Investment Advisory’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
Q2 | $256K | Hold |
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|
2025
Q1 | $253K | Hold |
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|
2024
Q4 | $247K | Sell |
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|
2024
Q3 | $39.2M | Buy |
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|
2024
Q2 | $36.4M | Buy |
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|
2024
Q1 | $35M | Buy |
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|
2023
Q4 | $32.8M | Buy |
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|
2023
Q3 | $27.5M | Buy |
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|
2023
Q2 | $21.5M | Buy |
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|
2023
Q1 | $6.15M | Buy |
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|
2022
Q4 | $4.45M | Sell |
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|
2022
Q3 | $5.56M | Sell |
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|
2022
Q2 | $5.97M | Sell |
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|
2022
Q1 | $6.85M | Sell |
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|
2021
Q4 | $7.38M | Buy |
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|
2021
Q3 | $7.2M | Buy |
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|
2021
Q2 | $6.21M | Buy |
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|
2021
Q1 | $5.84M | Buy |
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|
2020
Q4 | $6.07M | Buy |
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|
2020
Q3 | $5.48M | Buy |
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|
2020
Q2 | $4.45M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $4.32M | Buy |
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|
2018
Q4 | $4.2M | Buy |
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