Miller Equity Capital 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
Q1 | – | Sell |
-3,705
| Closed | -$277K | – | 9 |
|
|
2024
Q4 | $277K | Buy |
3,705
+25
| +0.7% | +$1.87K | 0.11% | 51 |
|
|
2024
Q3 | $288K | Hold |
3,680
| – | – | 0.11% | 52 |
|
|
2024
Q2 | $276K | Hold |
3,680
| – | – | 0.11% | 52 |
|
|
2024
Q1 | $277K | Hold |
3,680
| – | – | 0.11% | 52 |
|
|
2023
Q4 | $281K | Hold |
3,680
| – | – | 0.13% | 48 |
|
|
2023
Q3 | $266K | Hold |
3,680
| – | – | 0.14% | 49 |
|
|
2023
Q2 | $277K | Hold |
3,680
| – | – | 0.14% | 49 |
|
|
2023
Q1 | $282K | Hold |
3,680
| – | – | 0.16% | 49 |
|
|
2022
Q4 | $273K | Hold |
3,680
| – | – | 0.18% | 48 |
|
|
2022
Q3 | $270K | Hold |
3,680
| – | – | 0.2% | 47 |
|
|
2022
Q2 | $286K | Hold |
3,680
| – | – | 0.24% | 46 |
|
|
2022
Q1 | $301K | Hold |
3,680
| – | – | 0.26% | 45 |
|
|
2021
Q4 | $322K | Buy |
3,680
+1,115
| +43% | +$97.6K | 0.3% | 41 |
|
|
2021
Q3 | $229K | Sell |
2,565
-10
| -0.4% | -$893 | 0.23% | 43 |
|
|
2021
Q2 | $232K | Buy |
2,575
+50
| +2% | +$4.51K | 0.24% | 42 |
|
|
2021
Q1 | $224K | Buy |
2,525
+40
| +2% | +$3.55K | 0.28% | 41 |
|
|
2020
Q4 | $231K | Buy |
2,485
+160
| +7% | +$14.9K | 0.31% | 40 |
|
|
2020
Q3 | $217K | Hold |
2,325
| – | – | 0.33% | 38 |
|
|
2020
Q2 | $217K | Hold |
2,325
| – | – | 0.35% | 35 |
|
|
2020
Q1 | $208K | Sell |
2,325
-3,840
| -62% | -$344K | 0.39% | 34 |
|
|
2019
Q4 | $538K | Buy |
+6,165
| New | +$538K | 0.69% | 29 |
|