Aptus 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
2026 Q1	$7.06M	Buy	91,434 +797	+0.9%	+$62K	0.06%	276
2025 Q4	$7.06M	Buy	90,637 +2,640	+3%	+$206K	0.05%	271
2025 Q3	$6.87M	Sell	87,997 -1,600	-2%	-$124K	0.05%	271
2025 Q2	$6.93M	Sell	89,597 -12,256	-12%	-$933K	0.06%	248
2025 Q1	$7.8M	Sell	101,853 -4,806	-5%	-$363K	0.08%	211
2024 Q4	$7.97M	Buy	106,659 +103,263	+3,041%	+$7.85M	0.08%	205
2024 Q3	$266K	Sell	3,396 -539	-14%	-$41.6K	﹤0.01%	692
2024 Q2	$295K	Buy	3,935 +101	+3%	+$7.5K	0.01%	628
2024 Q1	$289K	Buy	3,834 +2,448	+177%	+$185K	0.01%	638
2023 Q4	$106K	Buy	1,386 +110	+9%	+$8.06K	﹤0.01%	611
2023 Q3	$92.3K	Buy	1,276 +66	+5%	+$4.88K	﹤0.01%	628
2023 Q2	$91K	Sell	1,210 -8,451	-87%	-$644K	﹤0.01%	532
2023 Q1	$741K	Sell	9,661 -845	-8%	-$64K	0.02%	289
2022 Q4	$781K	Sell	10,506 -1,334	-11%	-$98.8K	0.02%	293
2022 Q3	$870K	Buy	11,840 +11,268	+1,970%	+$872K	0.02%	273
2022 Q2	$44K	Hold	572	–	–	﹤0.01%	475
2022 Q1	$47K	Sell	572 -705	-55%	-$59.5K	﹤0.01%	513
2021 Q4	$112K	Buy	1,277 +639	+100%	+$56.7K	﹤0.01%	385
2021 Q3	$57K	Hold	638	–	–	﹤0.01%	403
2021 Q2	$57K	Buy	+638	New	+$57K	﹤0.01%	422
2020 Q4	–	Sell	-1,276	Closed	-$119K	–	476
2020 Q3	$119K	Buy	1,276 +624	+96%	+$58.4K	0.01%	319
2020 Q2	$60K	Buy	652 +14	+2%	+$1.28K	﹤0.01%	315
2020 Q1	$56K	Hold	638	–	–	﹤0.01%	306
2019 Q4	$55K	Buy	+638	New	+$55.9K	﹤0.01%	391