Clifford Swan Investment Counsel’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Clifford Swan Investment Counsel’s Portfolio BIV Stock Details BIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-3,222	Closed	-$237K	–	306
2022 Q3	$237K	Sell	3,222 -320	-9%	-$23.5K	0.01%	279
2022 Q2	$275K	Sell	3,542 -174	-5%	-$13.5K	0.01%	277
2022 Q1	$304K	Sell	3,716 -116	-3%	-$9.49K	0.01%	278
2021 Q4	$336K	Sell	3,832 -124	-3%	-$10.9K	0.01%	270
2021 Q3	$351K	Sell	3,956 -325	-8%	-$28.8K	0.01%	269
2021 Q2	$391K	Buy	4,281 +789	+23%	+$72.1K	0.01%	249
2021 Q1	$310K	Hold	3,492	–	–	0.01%	268
2020 Q4	$324K	Hold	3,492	–	–	0.01%	262
2020 Q3	$326K	Buy	3,492 +1,000	+40%	+$93.4K	0.02%	254
2020 Q2	$232K	Hold	2,492	–	–	0.01%	281
2020 Q1	$223K	Hold	2,492	–	–	0.01%	270
2019 Q4	$217K	Hold	2,492	–	–	0.01%	300
2019 Q3	$219K	Sell	2,492 -702	-22%	-$61.7K	0.01%	288
2019 Q2	$276K	Buy	+3,194	New	+$276K	0.01%	269
2018 Q3	–	Sell	-3,217	Closed	-$260K	–	320
2018 Q2	$260K	Sell	3,217 -14,248	-82%	-$1.15M	0.01%	271
2018 Q1	$1.43M	Sell	17,465 -360	-2%	-$29.4K	0.08%	139
2017 Q4	$1.49M	Hold	17,825	–	–	0.08%	139
2017 Q3	$1.51M	Hold	17,825	–	–	0.09%	133
2017 Q2	$1.51M	Hold	17,825	–	–	0.09%	134
2017 Q1	$1.49M	Sell	17,825 -1,230	-6%	-$103K	0.1%	130
2016 Q4	$1.58M	Hold	19,055	–	–	0.11%	126
2016 Q3	$1.67M	Sell	19,055 -415	-2%	-$36.4K	0.11%	125
2016 Q2	$1.72M	Hold	19,470	–	–	0.12%	121
2016 Q1	$1.68M	Hold	19,470	–	–	0.11%	124
2015 Q4	$1.62M	Hold	19,470	–	–	0.11%	124
2015 Q3	$1.65M	Hold	19,470	–	–	0.12%	119
2015 Q2	$1.63M	Hold	19,470	–	–	0.11%	123
2015 Q1	$1.68M	Hold	19,470	–	–	0.11%	119
2014 Q4	$1.65M	Sell	19,470 -450	-2%	-$38.1K	0.11%	119
2014 Q3	$1.68M	Hold	19,920	–	–	0.11%	112
2014 Q2	$1.69M	Hold	19,920	–	–	0.11%	113
2014 Q1	$1.66M	Hold	19,920	–	–	0.12%	110
2013 Q4	$1.63M	Hold	19,920	–	–	0.12%	110
2013 Q3	$1.66M	Buy	19,920 +875	+5%	+$73K	0.13%	105
2013 Q2	$1.59M	Buy	+19,045	New	+$1.59M	0.13%	104