United Capital Financial 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 | $238M | Buy |
|
|||||
|
2025
Q1 | $223M | Buy |
|
|||||
|
2024
Q4 | $199M | Buy |
|
|||||
|
2024
Q3 | $204M | Sell |
|
|||||
|
2024
Q2 | $198M | Buy |
|
|||||
|
2024
Q1 | $194M | Buy |
|
|||||
|
2023
Q4 | $196M | Sell |
|
|||||
|
2023
Q3 | $344M | Sell |
|
|||||
|
2023
Q2 | $420M | Buy |
|
|||||
|
2023
Q1 | $404M | Buy |
|
|||||
|
2022
Q4 | $371M | Buy |
|
|||||
|
2022
Q3 | $344M | Buy |
|
|||||
|
2022
Q2 | $216K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $287K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $278K | Buy |
|
|||||
|
2020
Q2 | $228K | Sell |
|
|||||
|
2020
Q1 | $410K | Buy |
|
|||||
|
2019
Q4 | $339K | Buy |
|
|||||
|
2019
Q3 | $331K | Sell |
|
|||||
|
2019
Q2 | $340K | Sell |
|
|||||
|
2019
Q1 | $1.83M | Sell |
|
|||||
|
2018
Q4 | $2.44M | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $222K | Buy |
|
|||||
|
2016
Q3 | – | Sell |
|
|||||
|
2016
Q2 | $1.37M | Sell |
|
|||||
|
2016
Q1 | $1.68M | Sell |
|
|||||
|
2015
Q4 | $1.84M | Buy |
|
|||||
|
2015
Q3 | $1.19M | Buy |
|