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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$217K	Buy
2022 Q4	–	Sell
2022 Q3	$237K	Sell
2022 Q2	$275K	Sell
2022 Q1	$304K	Sell
2021 Q4	$336K	Sell
2021 Q3	$351K	Sell
2021 Q2	$391K	Buy
2021 Q1	$310K	Hold
2020 Q4	$324K	Hold
2020 Q3	$326K	Buy
2020 Q2	$232K	Hold
2020 Q1	$223K	Hold
2019 Q4	$217K	Hold
2019 Q3	$219K	Sell
2019 Q2	$276K	Buy
2018 Q3	–	Sell
2018 Q2	$260K	Sell
2018 Q1	$1.43M	Sell
2017 Q4	$1.49M	Hold
2017 Q3	$1.51M	Hold
2017 Q2	$1.51M	Hold
2017 Q1	$1.49M	Sell
2016 Q4	$1.58M	Hold
2016 Q3	$1.67M	Sell
2016 Q2	$1.72M	Hold
2016 Q1	$1.68M	Hold
2015 Q4	$1.62M	Hold
2015 Q3	$1.65M	Hold
2015 Q2	$1.63M	Hold
2015 Q1	$1.68M	Hold
2014 Q4	$1.65M	Sell
2014 Q3	$1.68M	Hold
2014 Q2	$1.69M	Hold
2014 Q1	$1.66M	Hold
2013 Q4	$1.63M	Hold
2013 Q3	$1.66M	Buy
2013 Q2	$1.59M	Buy