Pacific Capital Wealth 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 | $15.3M | Buy |
200,187
+39,893
| +25% | +$3.05M | 2.81% | 10 |
|
|
2025
Q1 | $12.3M | Sell |
160,294
-26,434
| -14% | -$2.02M | 2.12% | 11 |
|
|
2024
Q4 | $14M | Buy |
186,728
+48,134
| +35% | +$3.6M | 2.33% | 11 |
|
|
2024
Q3 | $10.9M | Sell |
138,594
-26,182
| -16% | -$2.05M | 1.83% | 12 |
|
|
2024
Q2 | $12.3M | Buy |
164,776
+56,401
| +52% | +$4.22M | 2.25% | 9 |
|
|
2024
Q1 | $8.17M | Sell |
108,375
-10,834
| -9% | -$817K | 1.92% | 11 |
|
|
2023
Q4 | $9.11M | Sell |
119,209
-905
| -0.8% | -$69.1K | 2.31% | 10 |
|
|
2023
Q3 | $8.69M | Sell |
120,114
-50,555
| -30% | -$3.66M | 2.44% | 10 |
|
|
2023
Q2 | $12.8M | Buy |
170,669
+4,108
| +2% | +$309K | 3.26% | 10 |
|
|
2023
Q1 | $12.8M | Buy |
166,561
+32,559
| +24% | +$2.5M | 3.29% | 8 |
|
|
2022
Q4 | $9.96M | Buy |
+134,002
| New | +$9.96M | 2.57% | 12 |
|