Scott 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
Q2
$24.9M Buy
324,630
+7,271
+2% +$558K 6.75% 6
2025
Q1
$24.3M Buy
317,359
+6,327
+2% +$484K 7.25% 5
2024
Q4
$22.9M Buy
311,032
+13,640
+5% +$1.01M 6.6% 6
2024
Q3
$23.3M Buy
297,392
+7,542
+3% +$591K 6.61% 6
2024
Q2
$21.8M Sell
289,850
-25,625
-8% -$1.93M 6.44% 6
2024
Q1
$23.5M Buy
315,475
+34,457
+12% +$2.57M 7.16% 6
2023
Q4
$21.5M Sell
281,018
-6,218
-2% -$475K 7.2% 5
2023
Q3
$20.6M Buy
287,236
+54,136
+23% +$3.88M 8.21% 5
2023
Q2
$17.5M Buy
233,100
+37,211
+19% +$2.8M 7.54% 5
2023
Q1
$15M Buy
195,889
+133,920
+216% +$10.3M 7.24% 5
2022
Q4
$4.61M Buy
+61,969
New +$4.61M 2.61% 10