Cutler Investment Counsel’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 | $6.94M | Buy |
89,780
+542
| +0.6% | +$41.9K | 0.77% | 46 |
|
2025
Q1 | $6.83M | Buy |
89,238
+5,694
| +7% | +$436K | 0.82% | 43 |
|
2024
Q4 | $6.24M | Buy |
83,544
+31,653
| +61% | +$2.37M | 0.78% | 45 |
|
2024
Q3 | $4.07M | Buy |
51,891
+2,873
| +6% | +$225K | 0.51% | 53 |
|
2024
Q2 | $3.67M | Sell |
49,018
-596
| -1% | -$44.6K | 0.5% | 54 |
|
2024
Q1 | $3.74M | Buy |
49,614
+4,634
| +10% | +$349K | 0.5% | 53 |
|
2023
Q4 | $3.44M | Sell |
44,980
-17,470
| -28% | -$1.33M | 0.49% | 53 |
|
2023
Q3 | $4.52M | Sell |
62,450
-1,868
| -3% | -$135K | 0.71% | 46 |
|
2023
Q2 | $4.84M | Buy |
64,318
+32,121
| +100% | +$2.42M | 0.73% | 48 |
|
2023
Q1 | $2.47M | Sell |
32,197
-10,128
| -24% | -$777K | 0.38% | 52 |
|
2022
Q4 | $3.15M | Buy |
42,325
+28,430
| +205% | +$2.11M | 0.48% | 49 |
|
2022
Q3 | $1.02M | Buy |
13,895
+6,140
| +79% | +$451K | 0.17% | 71 |
|
2022
Q2 | $602K | Sell |
7,755
-617
| -7% | -$47.9K | 0.09% | 88 |
|
2022
Q1 | $686K | Buy |
8,372
+112
| +1% | +$9.18K | 0.1% | 90 |
|
2021
Q4 | $724K | Buy |
8,260
+2,626
| +47% | +$230K | 0.11% | 66 |
|
2021
Q3 | $504K | Buy |
5,634
+408
| +8% | +$36.5K | 0.08% | 73 |
|
2021
Q2 | $470K | Buy |
5,226
+4
| +0.1% | +$360 | 0.07% | 73 |
|
2021
Q1 | $463K | Buy |
5,222
+219
| +4% | +$19.4K | 0.08% | 72 |
|
2020
Q4 | $465K | Buy |
+5,003
| New | +$465K | 0.09% | 70 |
|