CA
Continuum Advisory’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.03M | Buy |
90,892
+721
| +0.8% | +$55.8K | 0.85% | 21 |
|
|
2025
Q1 | $6.9M | Buy |
90,171
+3,753
| +4% | +$287K | 0.89% | 22 |
|
|
2024
Q4 | $6.46M | Buy |
86,418
+3,388
| +4% | +$253K | 0.83% | 21 |
|
|
2024
Q3 | $6.24M | Buy |
83,030
+1,298
| +2% | +$97.6K | 0.8% | 22 |
|
|
2024
Q2 | $6.12M | Buy |
81,732
+108
| +0.1% | +$8.09K | 0.88% | 21 |
|
|
2024
Q1 | $6.06M | Sell |
81,624
-10,698
| -12% | -$794K | 0.91% | 21 |
|
|
2023
Q4 | $7.05M | Buy |
92,322
+973
| +1% | +$74.3K | 1% | 18 |
|
|
2023
Q3 | $6.61M | Sell |
91,349
-891
| -1% | -$64.4K | 1.06% | 14 |
|
|
2023
Q2 | $6.94M | Buy |
92,240
+2,380
| +3% | +$179K | 1.1% | 13 |
|
|
2023
Q1 | $6.9M | Sell |
89,860
-42
| -0% | -$3.22K | 1.17% | 13 |
|
|
2022
Q4 | $6.68M | Sell |
89,902
-3,285
| -4% | -$244K | 1.21% | 11 |
|
|
2022
Q3 | $6.85M | Buy |
93,187
+2,781
| +3% | +$204K | 1.21% | 17 |
|
|
2022
Q2 | $7.02M | Sell |
90,406
-773
| -0.8% | -$60K | 1.28% | 13 |
|
|
2022
Q1 | $7.16M | Buy |
91,179
+3,140
| +4% | +$247K | 1.36% | 10 |
|
|
2021
Q4 | $7.71M | Buy |
88,039
+10,016
| +13% | +$878K | 1.74% | 8 |
|
|
2021
Q3 | $6.98M | Buy |
78,023
+22,841
| +41% | +$2.04M | 1.87% | 7 |
|
|
2021
Q2 | $4.96M | Buy |
55,182
+10,224
| +23% | +$920K | 1.54% | 10 |
|
|
2021
Q1 | $4.02M | Buy |
44,958
+5,077
| +13% | +$454K | 1.67% | 11 |
|
|
2020
Q4 | $3.7M | Buy |
39,881
+956
| +2% | +$88.8K | 1.69% | 13 |
|
|
2020
Q3 | $3.64M | Buy |
38,925
+2,181
| +6% | +$204K | 1.99% | 11 |
|
|
2020
Q2 | $3.42M | Buy |
36,744
+8,392
| +30% | +$781K | 2.15% | 9 |
|
|
2020
Q1 | $2.53M | Buy |
28,352
+25,138
| +782% | +$2.24M | 1.7% | 15 |
|
|
2019
Q4 | $280K | Sell |
3,214
-196
| -6% | -$17.1K | 0.16% | 108 |
|
|
2019
Q3 | $300K | Sell |
3,410
-292
| -8% | -$25.7K | 0.2% | 99 |
|
|
2019
Q2 | $320K | Sell |
3,702
-781
| -17% | -$67.5K | 0.22% | 91 |
|
|
2019
Q1 | $374K | Sell |
4,483
-387
| -8% | -$32.3K | 0.28% | 87 |
|
|
2018
Q4 | $396K | Buy |
4,870
+162
| +3% | +$13.2K | 0.29% | 91 |
|
|
2018
Q3 | $378K | Sell |
4,708
-275
| -6% | -$22.1K | 0.25% | 95 |
|
|
2018
Q2 | $403K | Buy |
4,983
+1,035
| +26% | +$83.7K | 0.3% | 85 |
|
|
2018
Q1 | $323K | Sell |
3,948
-66
| -2% | -$5.4K | 0.27% | 98 |
|
|
2017
Q4 | $336K | Buy |
4,014
+99
| +3% | +$8.29K | 0.26% | 110 |
|
|
2017
Q3 | $331K | Buy |
3,915
+194
| +5% | +$16.4K | 0.29% | 104 |
|
|
2017
Q2 | $315K | Buy |
3,721
+241
| +7% | +$20.4K | 0.31% | 102 |
|
|
2017
Q1 | $291K | Buy |
+3,480
| New | +$291K | 0.35% | 83 |
|