Dynamic Advisor Solutions’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 | $1.62M | Sell |
20,888
-471
| -2% | -$36.4K | 0.05% | 344 |
|
|
2025
Q1 | $1.64M | Buy |
+21,359
| New | +$1.64M | 0.05% | 320 |
|
|
2024
Q4 | – | Sell |
-21,233
| Closed | -$1.66M | – | 663 |
|
|
2024
Q3 | $1.66M | Sell |
21,233
-220
| -1% | -$17.2K | 0.05% | 329 |
|
|
2024
Q2 | $1.61M | Sell |
21,453
-839
| -4% | -$62.8K | 0.05% | 340 |
|
|
2024
Q1 | $1.68M | Sell |
22,292
-4,655
| -17% | -$351K | 0.06% | 331 |
|
|
2023
Q4 | $2.04M | Buy |
26,947
+14,076
| +109% | +$1.06M | 0.08% | 283 |
|
|
2023
Q3 | $931K | Buy |
12,871
+141
| +1% | +$10.2K | 0.04% | 367 |
|
|
2023
Q2 | $958K | Sell |
12,730
-827
| -6% | -$62.2K | 0.05% | 358 |
|
|
2023
Q1 | $1.04M | Sell |
13,557
-891
| -6% | -$68.4K | 0.06% | 308 |
|
|
2022
Q4 | $1.07M | Buy |
14,448
+58
| +0.4% | +$4.31K | 0.07% | 271 |
|
|
2022
Q3 | $1.06M | Sell |
14,390
-274
| -2% | -$20.1K | 0.08% | 241 |
|
|
2022
Q2 | $1.14M | Sell |
14,664
-589
| -4% | -$45.8K | 0.09% | 232 |
|
|
2022
Q1 | $1.25M | Sell |
15,253
-8,265
| -35% | -$677K | 0.09% | 231 |
|
|
2021
Q4 | $2.06M | Sell |
23,518
-6,110
| -21% | -$535K | 0.15% | 159 |
|
|
2021
Q3 | $2.65M | Buy |
29,628
+7,010
| +31% | +$627K | 0.2% | 125 |
|
|
2021
Q2 | $2.04M | Buy |
22,618
+1,133
| +5% | +$102K | 0.16% | 157 |
|
|
2021
Q1 | $1.91M | Sell |
21,485
-975
| -4% | -$86.5K | 0.18% | 143 |
|
|
2020
Q4 | $2.09M | Buy |
22,460
+7,060
| +46% | +$655K | 0.2% | 130 |
|
|
2020
Q3 | $1.44M | Buy |
15,400
+10,657
| +225% | +$996K | 0.16% | 155 |
|
|
2020
Q2 | $442K | Buy |
4,743
+669
| +16% | +$62.3K | 0.06% | 298 |
|
|
2020
Q1 | $364K | Sell |
4,074
-39,017
| -91% | -$3.49M | 0.07% | 298 |
|
|
2019
Q4 | $3.76M | Sell |
43,091
-3,784
| -8% | -$330K | 0.51% | 44 |
|
|
2019
Q3 | $4.13M | Buy |
46,875
+3,952
| +9% | +$348K | 0.64% | 34 |
|
|
2019
Q2 | $3.71M | Sell |
42,923
-2,500
| -6% | -$216K | 0.6% | 39 |
|
|
2019
Q1 | $3.81M | Buy |
45,423
+1,927
| +4% | +$162K | 0.72% | 27 |
|
|
2018
Q4 | $3.56M | Buy |
43,496
+33,827
| +350% | +$2.76M | 0.76% | 26 |
|
|
2018
Q3 | $778K | Sell |
9,669
-304
| -3% | -$24.5K | 0.16% | 161 |
|
|
2018
Q2 | $807K | Buy |
9,973
+5,963
| +149% | +$483K | 0.18% | 149 |
|
|
2018
Q1 | $328K | Buy |
4,010
+1,048
| +35% | +$85.7K | 0.08% | 243 |
|
|
2017
Q4 | $248K | Hold |
2,962
| – | – | 0.08% | 217 |
|
|
2017
Q3 | $251K | Sell |
2,962
-50
| -2% | -$4.24K | 0.1% | 193 |
|
|
2017
Q2 | $255K | Sell |
3,012
-2,076
| -41% | -$176K | 0.1% | 189 |
|
|
2017
Q1 | $425K | Sell |
5,088
-2,128
| -29% | -$178K | 0.17% | 147 |
|
|
2016
Q4 | $599K | Sell |
7,216
-2,286
| -24% | -$190K | 0.24% | 115 |
|
|
2016
Q3 | $833K | Buy |
9,502
+1,923
| +25% | +$169K | 0.32% | 97 |
|
|
2016
Q2 | $667K | Hold |
7,579
| – | – | 0.27% | 100 |
|
|
2016
Q1 | $654K | Buy |
7,579
+885
| +13% | +$76.4K | 0.28% | 94 |
|
|
2015
Q4 | $556K | Buy |
6,694
+500
| +8% | +$41.5K | 0.23% | 111 |
|
|
2015
Q3 | $525K | Buy |
+6,194
| New | +$525K | 0.26% | 94 |
|
|
2015
Q2 | – | Sell |
-7,830
| Closed | -$675K | – | 162 |
|
|
2015
Q1 | $675K | Sell |
7,830
-300
| -4% | -$25.9K | 0.34% | 86 |
|
|
2014
Q4 | $688K | Sell |
8,130
-3,575
| -31% | -$303K | 0.37% | 79 |
|
|
2014
Q3 | $986K | Buy |
11,705
+6,152
| +111% | +$518K | 0.54% | 54 |
|
|
2014
Q2 | $470K | Buy |
+5,553
| New | +$470K | 0.28% | 111 |
|