Kovack Advisors’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
$831K Buy
10,750
+646
+6% +$50K 0.08% 226
2025
Q1
$774K Sell
10,104
-1,805
-15% -$138K 0.08% 215
2024
Q4
$890K Buy
11,909
+882
+8% +$65.9K 0.09% 188
2024
Q3
$864K Buy
11,027
+2,150
+24% +$168K 0.09% 182
2024
Q2
$665K Buy
8,877
+136
+2% +$10.2K 0.07% 244
2024
Q1
$659K Buy
8,741
+11
+0.1% +$829 0.08% 211
2023
Q4
$667K Buy
8,730
+33
+0.4% +$2.52K 0.08% 241
2023
Q3
$629K Sell
8,697
-7
-0.1% -$506 0.09% 219
2023
Q2
$655K Sell
8,704
-329
-4% -$24.8K 0.08% 231
2023
Q1
$693K Sell
9,033
-1,001
-10% -$76.8K 0.09% 217
2022
Q4
$746K Sell
10,034
-880
-8% -$65.4K 0.11% 201
2022
Q3
$802K Sell
10,914
-730
-6% -$53.6K 0.12% 185
2022
Q2
$904K Sell
11,644
-2,525
-18% -$196K 0.12% 181
2022
Q1
$1.16M Sell
14,169
-1,044
-7% -$85.5K 0.12% 175
2021
Q4
$1.33M Buy
15,213
+3,230
+27% +$283K 0.13% 175
2021
Q3
$1.07M Buy
11,983
+214
+2% +$19.1K 0.12% 199
2021
Q2
$1.06M Buy
11,769
+1,241
+12% +$112K 0.12% 196
2021
Q1
$934K Buy
10,528
+888
+9% +$78.8K 0.12% 190
2020
Q4
$895K Buy
9,640
+530
+6% +$49.2K 0.13% 179
2020
Q3
$852K Buy
9,110
+4,333
+91% +$405K 0.15% 158
2020
Q2
$445K Buy
4,777
+32
+0.7% +$2.98K 0.09% 231
2020
Q1
$424K Buy
4,745
+217
+5% +$19.4K 0.1% 216
2019
Q4
$395K Sell
4,528
-3,357
-43% -$293K 0.07% 299
2019
Q3
$694K Buy
7,885
+467
+6% +$41.1K 0.14% 167
2019
Q2
$642K Buy
7,418
+19
+0.3% +$1.64K 0.15% 167
2019
Q1
$621K Sell
7,399
-242
-3% -$20.3K 0.15% 161
2018
Q4
$621K Buy
7,641
+274
+4% +$22.3K 0.18% 138
2018
Q3
$593K Buy
7,367
+3,715
+102% +$299K 0.15% 164
2018
Q2
$296K Sell
3,652
-310
-8% -$25.1K 0.08% 273
2018
Q1
$324K Buy
3,962
+257
+7% +$21K 0.08% 290
2017
Q4
$311K Sell
3,705
-2,180
-37% -$183K 0.08% 296
2017
Q3
$498K Buy
5,885
+475
+9% +$40.2K 0.17% 147
2017
Q2
$457K Buy
5,410
+1,000
+23% +$84.5K 0.14% 170
2017
Q1
$369K Buy
4,410
+131
+3% +$11K 0.14% 168
2016
Q4
$355K Buy
4,279
+286
+7% +$23.7K 0.17% 146
2016
Q3
$350K Buy
3,993
+205
+5% +$18K 0.17% 144
2016
Q2
$334K Buy
3,788
+372
+11% +$32.8K 0.18% 135
2016
Q1
$295K Buy
3,416
+90
+3% +$7.77K 0.18% 137
2015
Q4
$276K Buy
3,326
+223
+7% +$18.5K 0.18% 146
2015
Q3
$263K Buy
3,103
+149
+5% +$12.6K 0.18% 146
2015
Q2
$248K Buy
2,954
+112
+4% +$9.4K 0.18% 159
2015
Q1
$245K Sell
2,842
-3
-0.1% -$259 0.21% 127
2014
Q4
$241K Buy
2,845
+282
+11% +$23.9K 0.25% 108
2014
Q3
$216K Hold
2,563
0.32% 84
2014
Q2
$217K Buy
+2,563
New +$217K 0.31% 77