Stokes Capital Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $908K | Sell |
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|
2024
Q4 | $960K | Sell |
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|
2024
Q3 | $1.03M | Sell |
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|
2024
Q2 | $987K | Sell |
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|
2024
Q1 | $996K | Sell |
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|
2023
Q4 | $1.01M | Sell |
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|
2023
Q3 | $1.59M | Sell |
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|
2023
Q2 | $1.78M | Sell |
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|
2023
Q1 | $2.72M | Sell |
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|
2022
Q4 | $2.68M | Sell |
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|
2022
Q3 | $2.68M | Sell |
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|
2022
Q2 | $3.26M | Sell |
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|
2022
Q1 | $10.8M | Buy |
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|
2021
Q4 | $9.04M | Sell |
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|
2021
Q3 | $9.78M | Buy |
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|
2021
Q2 | $9.55M | Buy |
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|
2021
Q1 | $9.13M | Sell |
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|
2020
Q4 | $13.4M | Buy |
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|
2020
Q3 | $13.3M | Buy |
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|
2020
Q2 | $10.2M | Buy |
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