Bartlett & Co’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$121K	Buy	1,585 +60	+4%	+$4.58K	﹤0.01%	549
2023 Q3	$110K	Hold	1,525	–	–	﹤0.01%	526
2023 Q2	$115K	Buy	1,525 +1,000	+190%	+$75.4K	﹤0.01%	527
2023 Q1	$40K	Hold	525	–	–	﹤0.01%	598
2022 Q4	$39K	Hold	525	–	–	﹤0.01%	611
2022 Q3	$39K	Hold	525	–	–	﹤0.01%	601
2022 Q2	$41K	Hold	525	–	–	﹤0.01%	600
2022 Q1	$43K	Buy	+525	New	+$43K	﹤0.01%	604
2021 Q4	–	Sell	-1,595	Closed	-$143K	–	458
2021 Q3	$143K	Buy	1,595 +6	+0.4%	+$538	﹤0.01%	364
2021 Q2	$143K	Buy	1,589 +64	+4%	+$5.76K	﹤0.01%	359
2021 Q1	$135K	Hold	1,525	–	–	﹤0.01%	368
2020 Q4	$142K	Hold	1,525	–	–	﹤0.01%	361
2020 Q3	$143K	Buy	1,525 +745	+96%	+$69.9K	﹤0.01%	338
2020 Q2	$73K	Sell	780 -200	-20%	-$18.7K	﹤0.01%	430
2020 Q1	$88K	Buy	+980	New	+$88K	﹤0.01%	378
2017 Q3	–	Sell	-120	Closed	-$10K	–	678
2017 Q2	$10K	Hold	120	–	–	﹤0.01%	584
2017 Q1	$10K	Hold	120	–	–	﹤0.01%	595
2016 Q4	$10K	Hold	120	–	–	﹤0.01%	595
2016 Q3	$11K	Hold	120	–	–	﹤0.01%	592
2016 Q2	$11K	Hold	120	–	–	﹤0.01%	601
2016 Q1	$10K	Hold	120	–	–	﹤0.01%	597
2015 Q4	$10K	Hold	120	–	–	﹤0.01%	610
2015 Q3	$10K	Hold	120	–	–	﹤0.01%	606
2015 Q2	$10K	Hold	120	–	–	﹤0.01%	617
2015 Q1	$10K	Buy	+120	New	+$10K	﹤0.01%	614
2014 Q2	–	Sell	-200	Closed	-$17K	–	722
2014 Q1	$17K	Hold	200	–	–	﹤0.01%	555
2013 Q4	$16K	Hold	200	–	–	﹤0.01%	539
2013 Q3	$17K	Hold	200	–	–	﹤0.01%	534
2013 Q2	$17K	Buy	+200	New	+$17K	﹤0.01%	540