PAMG
Patton Albertson Miller Group’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 | $6.58M | Buy |
85,104
+2,984
| +4% | +$231K | 0.87% | 33 |
|
|
2025
Q1 | $6.29M | Buy |
+82,120
| New | +$6.29M | 0.93% | 36 |
|
|
2018
Q4 | – | Sell |
-1,645
| Closed | -$132K | – | 137 |
|
|
2018
Q3 | $132K | Buy |
+1,645
| New | +$132K | 0.07% | 128 |
|
|
2018
Q2 | – | Sell |
-11,632
| Closed | -$951K | – | 119 |
|
|
2018
Q1 | $951K | Sell |
11,632
-6,260
| -35% | -$512K | 0.43% | 70 |
|
|
2017
Q4 | $1.5M | Buy |
17,892
+4,580
| +34% | +$384K | 0.61% | 52 |
|
|
2017
Q3 | $1.13M | Hold |
13,312
| – | – | 0.49% | 70 |
|
|
2017
Q2 | $1.13M | Hold |
13,312
| – | – | 0.5% | 68 |
|
|
2017
Q1 | $1.12M | Sell |
13,312
-800
| -6% | -$67K | 0.46% | 74 |
|
|
2016
Q4 | $1.17M | Sell |
14,112
-250
| -2% | -$20.8K | 0.5% | 64 |
|
|
2016
Q3 | $1.26M | Sell |
14,362
-185
| -1% | -$16.2K | 0.55% | 56 |
|
|
2016
Q2 | $1.28M | Buy |
14,547
+54
| +0.4% | +$4.76K | 0.57% | 54 |
|
|
2016
Q1 | $1.25M | Buy |
14,493
+8,363
| +136% | +$721K | 0.63% | 58 |
|
|
2015
Q4 | $509K | Hold |
6,130
| – | – | 0.26% | 92 |
|
|
2015
Q3 | $520K | Sell |
6,130
-730
| -11% | -$61.9K | 0.28% | 88 |
|
|
2015
Q2 | $575K | Sell |
6,860
-2,965
| -30% | -$249K | 0.25% | 91 |
|
|
2015
Q1 | $847K | Sell |
9,825
-3,205
| -25% | -$276K | 0.34% | 88 |
|
|
2014
Q4 | $1.1M | Buy |
+13,030
| New | +$1.1M | 0.51% | 73 |
|
|
2014
Q1 | – | Sell |
-3,225
| Closed | -$263K | – | 157 |
|
|
2013
Q4 | $263K | Sell |
3,225
-2,850
| -47% | -$232K | 0.15% | 118 |
|
|
2013
Q3 | $507K | Sell |
6,075
-800
| -12% | -$66.8K | 0.3% | 82 |
|
|
2013
Q2 | $574K | Buy |
+6,875
| New | +$574K | 0.35% | 73 |
|