Prime Capital Investment 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 | $19.3M | Sell |
249,313
-60,122
| -19% | -$4.65M | 0.26% | 74 |
|
2025
Q1 | $23.7M | Buy |
309,435
+36,840
| +14% | +$2.82M | 0.28% | 72 |
|
2024
Q4 | $20.4M | Sell |
272,595
-6,514
| -2% | -$487K | 0.3% | 64 |
|
2024
Q3 | $21.9M | Sell |
279,109
-9,679
| -3% | -$759K | 0.31% | 63 |
|
2024
Q2 | $21.6M | Sell |
288,788
-77,076
| -21% | -$5.77M | 0.32% | 63 |
|
2024
Q1 | $27.6M | Sell |
365,864
-23,055
| -6% | -$1.74M | 0.39% | 59 |
|
2023
Q4 | $29.7M | Buy |
388,919
+283,408
| +269% | +$21.6M | 0.45% | 49 |
|
2023
Q3 | $7.63M | Sell |
105,511
-2,102
| -2% | -$152K | 0.16% | 110 |
|
2023
Q2 | $8.1M | Buy |
107,613
+103,147
| +2,310% | +$7.76M | 0.16% | 115 |
|
2023
Q1 | $343K | Sell |
4,466
-272
| -6% | -$20.9K | 0.01% | 410 |
|
2022
Q4 | $352K | Sell |
4,738
-1,634
| -26% | -$121K | 0.01% | 393 |
|
2022
Q3 | $468K | Buy |
+6,372
| New | +$468K | 0.03% | 250 |
|
2018
Q4 | – | Sell |
-380
| Closed | -$31K | – | 356 |
|
2018
Q3 | $31K | Sell |
380
-306
| -45% | -$25K | 0.01% | 207 |
|
2018
Q2 | $56K | Buy |
+686
| New | +$56K | 0.02% | 192 |
|
2018
Q1 | – | Sell |
-425
| Closed | -$36K | – | 239 |
|
2017
Q4 | $36K | Buy |
+425
| New | +$36K | 0.03% | 172 |
|