West Paces Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,816
| Closed | -$139K | – | 245 |
|
|
2025
Q1 | $139K | Hold |
1,816
| – | – | 0.03% | 167 |
|
|
2024
Q4 | $136K | Sell |
1,816
-80
| -4% | -$5.98K | 0.03% | 172 |
|
|
2024
Q3 | $149K | Hold |
1,896
| – | – | 0.04% | 167 |
|
|
2024
Q2 | $142K | Sell |
1,896
-1,216
| -39% | -$91.1K | 0.04% | 150 |
|
|
2024
Q1 | $235K | Sell |
3,112
-225
| -7% | -$17K | 0.06% | 119 |
|
|
2023
Q4 | $255K | Sell |
3,337
-284
| -8% | -$21.7K | 0.07% | 108 |
|
|
2023
Q3 | $262K | Buy |
3,621
+440
| +14% | +$31.8K | 0.08% | 106 |
|
|
2023
Q2 | $239K | Sell |
3,181
-30
| -0.9% | -$2.26K | 0.07% | 115 |
|
|
2023
Q1 | $246K | Buy |
3,211
+200
| +7% | +$15.3K | 0.08% | 112 |
|
|
2022
Q4 | $224K | Buy |
3,011
+1
| +0% | +$74 | 0.07% | 113 |
|
|
2022
Q3 | $221K | Sell |
3,010
-402
| -12% | -$29.5K | 0.08% | 112 |
|
|
2022
Q2 | $265K | Sell |
3,412
-554
| -14% | -$43K | 0.09% | 105 |
|
|
2022
Q1 | $325K | Sell |
3,966
-394
| -9% | -$32.3K | 0.1% | 100 |
|
|
2021
Q4 | $382K | Sell |
4,360
-1,215
| -22% | -$106K | 0.12% | 95 |
|
|
2021
Q3 | $499K | Sell |
5,575
-464
| -8% | -$41.5K | 0.18% | 82 |
|
|
2021
Q2 | $543K | Sell |
6,039
-3,434
| -36% | -$309K | 0.2% | 76 |
|
|
2021
Q1 | $841K | Sell |
9,473
-1,613
| -15% | -$143K | 0.34% | 55 |
|
|
2020
Q4 | $1.03M | Sell |
11,086
-1,847
| -14% | -$171K | 0.46% | 39 |
|
|
2020
Q3 | $1.21M | Buy |
12,933
+1,471
| +13% | +$138K | 0.62% | 26 |
|
|
2020
Q2 | $1.07M | Buy |
11,462
+8,557
| +295% | +$797K | 0.58% | 31 |
|
|
2020
Q1 | $260K | Buy |
2,905
+5
| +0.2% | +$447 | 0.16% | 88 |
|
|
2019
Q4 | $253K | Sell |
2,900
-356
| -11% | -$31.1K | 0.14% | 95 |
|
|
2019
Q3 | $287K | Sell |
3,256
-268
| -8% | -$23.6K | 0.17% | 89 |
|
|
2019
Q2 | $305K | Buy |
3,524
+7
| +0.2% | +$606 | 0.19% | 86 |
|
|
2019
Q1 | $295K | Sell |
3,517
-396
| -10% | -$33.2K | 0.21% | 90 |
|
|
2018
Q4 | $318K | Sell |
3,913
-3,180
| -45% | -$258K | 0.25% | 83 |
|
|
2018
Q3 | $571K | Sell |
7,093
-688
| -9% | -$55.4K | 0.41% | 57 |
|
|
2018
Q2 | $630K | Sell |
7,781
-77,078
| -91% | -$6.24M | 0.47% | 54 |
|
|
2018
Q1 | $6.94M | Buy |
84,859
+2,626
| +3% | +$215K | 5.16% | 4 |
|
|
2017
Q4 | $6.89M | Buy |
82,233
+2,453
| +3% | +$206K | 5.1% | 4 |
|
|
2017
Q3 | $6.75M | Buy |
79,780
+7,257
| +10% | +$614K | 5.09% | 4 |
|
|
2017
Q2 | $6.13M | Buy |
72,523
+531
| +0.7% | +$44.9K | 4.87% | 5 |
|
|
2017
Q1 | $6.02M | Buy |
71,992
+21,327
| +42% | +$1.78M | 4.8% | 4 |
|
|
2016
Q4 | $4.21M | Buy |
+50,665
| New | +$4.21M | 3.93% | 5 |
|