UCFA
United Capital Financial Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238M | Buy |
3,079,264
+173,299
| +6% | +$13.4M | 1.92% | 9 |
|
|
2025
Q1 | $223M | Buy |
2,905,965
+239,473
| +9% | +$18.3M | 1.9% | 9 |
|
|
2024
Q4 | $199M | Buy |
2,666,492
+63,765
| +2% | +$4.77M | 1.68% | 11 |
|
|
2024
Q3 | $204M | Sell |
2,602,727
-47,211
| -2% | -$3.7M | 1.68% | 9 |
|
|
2024
Q2 | $198M | Buy |
2,649,938
+72,011
| +3% | +$5.39M | 1.7% | 10 |
|
|
2024
Q1 | $194M | Buy |
2,577,927
+5,296
| +0.2% | +$399K | 1.6% | 9 |
|
|
2023
Q4 | $196M | Sell |
2,572,631
-2,187,683
| -46% | -$167M | 1.63% | 9 |
|
|
2023
Q3 | $344M | Sell |
4,760,314
-828,109
| -15% | -$59.9M | 2.26% | 6 |
|
|
2023
Q2 | $420M | Buy |
5,588,423
+328,482
| +6% | +$24.7M | 2.29% | 8 |
|
|
2023
Q1 | $404M | Buy |
5,259,941
+263,153
| +5% | +$20.2M | 2.25% | 8 |
|
|
2022
Q4 | $371M | Buy |
4,996,788
+308,451
| +7% | +$22.9M | 2.08% | 8 |
|
|
2022
Q3 | $344M | Buy |
4,688,337
+4,685,559
| +168,667% | +$344M | 2.03% | 8 |
|
|
2022
Q2 | $216K | Buy |
+2,778
| New | +$216K | ﹤0.01% | 1034 |
|
|
2021
Q4 | – | Sell |
-3,205
| Closed | -$287K | – | 1200 |
|
|
2021
Q3 | $287K | Buy |
+3,205
| New | +$287K | ﹤0.01% | 1023 |
|
|
2020
Q4 | – | Sell |
-2,972
| Closed | -$278K | – | 1185 |
|
|
2020
Q3 | $278K | Buy |
2,972
+524
| +21% | +$49K | ﹤0.01% | 971 |
|
|
2020
Q2 | $228K | Sell |
2,448
-2,139
| -47% | -$199K | ﹤0.01% | 1057 |
|
|
2020
Q1 | $410K | Buy |
4,587
+695
| +18% | +$62.1K | ﹤0.01% | 879 |
|
|
2019
Q4 | $339K | Buy |
3,892
+135
| +4% | +$11.8K | ﹤0.01% | 1088 |
|
|
2019
Q3 | $331K | Sell |
3,757
-179
| -5% | -$15.8K | ﹤0.01% | 1043 |
|
|
2019
Q2 | $340K | Sell |
3,936
-17,868
| -82% | -$1.54M | ﹤0.01% | 1148 |
|
|
2019
Q1 | $1.83M | Sell |
21,804
-8,273
| -28% | -$694K | 0.01% | 606 |
|
|
2018
Q4 | $2.45M | Buy |
+30,077
| New | +$2.45M | 0.02% | 515 |
|
|
2018
Q2 | – | Sell |
-2,712
| Closed | -$222K | – | 1309 |
|
|
2018
Q1 | $222K | Buy |
+2,712
| New | +$222K | ﹤0.01% | 1206 |
|
|
2016
Q3 | – | Sell |
-15,615
| Closed | -$1.37M | – | 1262 |
|
|
2016
Q2 | $1.37M | Sell |
15,615
-3,893
| -20% | -$343K | 0.01% | 642 |
|
|
2016
Q1 | $1.68M | Sell |
19,508
-2,651
| -12% | -$229K | 0.02% | 573 |
|
|
2015
Q4 | $1.84M | Buy |
22,159
+8,142
| +58% | +$676K | 0.02% | 563 |
|
|
2015
Q3 | $1.19M | Buy |
+14,017
| New | +$1.19M | 0.01% | 645 |
|