PCIA
Prime Capital Investment Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.7M | Sell |
707,235
-125,607
| -15% | -$9.89M | 0.74% | 35 |
|
|
2025
Q1 | $65.2M | Buy |
832,842
+84,717
| +11% | +$6.63M | 0.76% | 31 |
|
|
2024
Q4 | $57.8M | Buy |
748,125
+5,724
| +0.8% | +$442K | 0.84% | 29 |
|
|
2024
Q3 | $58.4M | Sell |
742,401
-11,649
| -2% | -$917K | 0.83% | 31 |
|
|
2024
Q2 | $57.8M | Sell |
754,050
-109,259
| -13% | -$8.38M | 0.86% | 28 |
|
|
2024
Q1 | $66.2M | Sell |
863,309
-38,738
| -4% | -$2.97M | 0.92% | 21 |
|
|
2023
Q4 | $69.5M | Buy |
902,047
+620,172
| +220% | +$47.8M | 1.05% | 20 |
|
|
2023
Q3 | $21.2M | Sell |
281,875
-168,124
| -37% | -$12.6M | 0.43% | 51 |
|
|
2023
Q2 | $34M | Buy |
449,999
+446,938
| +14,601% | +$33.8M | 0.67% | 32 |
|
|
2023
Q1 | $234K | Sell |
3,061
-213,556
| -99% | -$16.3M | 0.01% | 480 |
|
|
2022
Q4 | $16.3M | Buy |
216,617
+212,603
| +5,297% | +$16M | 0.62% | 41 |
|
|
2022
Q3 | $300K | Sell |
4,014
-32
| -0.8% | -$2.39K | 0.02% | 304 |
|
|
2022
Q2 | $311K | Buy |
4,046
+1,125
| +39% | +$86.5K | 0.02% | 290 |
|
|
2022
Q1 | $236K | Hold |
2,921
| – | – | 0.01% | 322 |
|
|
2021
Q4 | $236K | Buy |
+2,921
| New | +$236K | 0.01% | 322 |
|
|
2018
Q4 | – | Sell |
-3,100
| Closed | -$242K | – | 360 |
|
|
2018
Q3 | $242K | Sell |
3,100
-768
| -20% | -$60K | 0.08% | 120 |
|
|
2018
Q2 | $303K | Buy |
+3,868
| New | +$303K | 0.13% | 110 |
|