Certified Advisory Corp’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 | $16.9M | Buy |
219,076
+11,196
| +5% | +$866K | 1.76% | 8 |
|
|
2025
Q1 | $15.9M | Sell |
207,880
-16,000
| -7% | -$1.23M | 1.8% | 10 |
|
|
2024
Q4 | $16.7M | Buy |
223,880
+30,067
| +16% | +$2.25M | 1.82% | 10 |
|
|
2024
Q3 | $15.2M | Buy |
193,813
+58,597
| +43% | +$4.59M | 1.68% | 10 |
|
|
2024
Q2 | $10.1M | Buy |
135,216
+33,547
| +33% | +$2.51M | 1.27% | 18 |
|
|
2024
Q1 | $7.67M | Buy |
101,669
+35,608
| +54% | +$2.68M | 1.07% | 24 |
|
|
2023
Q4 | $5.05M | Buy |
66,061
+4,388
| +7% | +$335K | 0.77% | 37 |
|
|
2023
Q3 | $4.46M | Buy |
61,673
+32,142
| +109% | +$2.32M | 0.82% | 33 |
|
|
2023
Q2 | $2.22M | Buy |
29,531
+7,716
| +35% | +$580K | 0.41% | 74 |
|
|
2023
Q1 | $1.67M | Buy |
21,815
+2,381
| +12% | +$183K | 0.3% | 92 |
|
|
2022
Q4 | $1.44M | Buy |
+19,434
| New | +$1.44M | 0.29% | 91 |
|
|
2022
Q1 | – | Sell |
-6,594
| Closed | -$578K | – | 251 |
|
|
2021
Q4 | $578K | Sell |
6,594
-5,032
| -43% | -$441K | 0.13% | 149 |
|
|
2021
Q3 | $1.04M | Buy |
11,626
+1,781
| +18% | +$159K | 0.25% | 96 |
|
|
2021
Q2 | $886K | Buy |
9,845
+377
| +4% | +$33.9K | 0.22% | 106 |
|
|
2021
Q1 | $840K | Buy |
+9,468
| New | +$840K | 0.22% | 102 |
|
|
2020
Q2 | $753K | Sell |
8,082
-346
| -4% | -$32.2K | 0.25% | 98 |
|
|
2020
Q1 | $753K | Buy |
8,428
+3,648
| +76% | +$326K | 0.3% | 85 |
|
|
2019
Q4 | $417K | Buy |
4,780
+2,051
| +75% | +$179K | 0.13% | 133 |
|
|
2019
Q3 | $240K | Buy |
2,729
+1,031
| +61% | +$90.7K | 0.08% | 168 |
|
|
2019
Q2 | $147K | Hold |
1,698
| – | – | 0.05% | 193 |
|
|
2019
Q1 | $143K | Hold |
1,698
| – | – | 0.06% | 184 |
|
|
2018
Q4 | $138K | Hold |
1,698
| – | – | 0.07% | 172 |
|
|
2018
Q3 | $137K | Hold |
1,698
| – | – | 0.06% | 174 |
|
|
2018
Q2 | $138K | Hold |
1,698
| – | – | 0.08% | 163 |
|
|
2018
Q1 | $138K | Buy |
1,698
+1,358
| +399% | +$110K | 0.08% | 165 |
|
|
2017
Q4 | $28K | Buy |
+340
| New | +$28K | 0.02% | 308 |
|