CoreCap Advisors’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 | $4.05M | Sell |
52,417
-384
| -0.7% | -$29.7K | 0.16% | 117 |
|
|
2025
Q1 | $4.04M | Buy |
52,801
+4,005
| +8% | +$307K | 0.18% | 113 |
|
|
2024
Q4 | $3.65M | Buy |
48,796
+4,765
| +11% | +$356K | 0.17% | 118 |
|
|
2024
Q3 | $3.45M | Buy |
+44,031
| New | +$3.45M | 0.16% | 131 |
|
|
2024
Q2 | – | Sell |
-51,413
| Closed | -$3.88M | – | 1716 |
|
|
2024
Q1 | $3.88M | Sell |
51,413
-3,282
| -6% | -$247K | 0.21% | 96 |
|
|
2023
Q4 | $4.18M | Buy |
54,695
+16,348
| +43% | +$1.25M | 0.27% | 70 |
|
|
2023
Q3 | $2.77M | Sell |
38,347
-25,344
| -40% | -$1.83M | 0.2% | 100 |
|
|
2023
Q2 | $4.79M | Buy |
+63,691
| New | +$4.79M | 0.34% | 58 |
|
|
2022
Q4 | $2.96M | Sell |
39,876
-3,866
| -9% | -$287K | 0.21% | 83 |
|
|
2022
Q3 | $3.21M | Sell |
43,742
-1,631
| -4% | -$120K | 0.27% | 67 |
|
|
2022
Q2 | $3.52M | Sell |
45,373
-1,790
| -4% | -$139K | 0.27% | 65 |
|
|
2022
Q1 | $3.86M | Buy |
47,163
+788
| +2% | +$64.5K | 0.27% | 69 |
|
|
2021
Q4 | $4.06M | Buy |
+46,375
| New | +$4.06M | 0.27% | 67 |
|