Bernardo Wealth Planning’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	$13.4M	Buy	173,884 +55,469	+47%	+$4.32M	2.63%	16
2025 Q4	$9.22M	Buy	118,415 +2,047	+2%	+$160K	1.76%	18
2025 Q3	$9.09M	Buy	116,368 +37,365	+47%	+$2.89M	1.78%	18
2025 Q2	$6.11M	Buy	79,003 +4,392	+6%	+$335K	1.33%	20
2025 Q1	$5.71M	Buy	74,611 +2,152	+3%	+$162K	1.37%	20
2024 Q4	$5.36M	Buy	72,459 +5,765	+9%	+$438K	1.28%	20
2024 Q3	$5.13M	Buy	66,694 +14,975	+29%	+$1.15M	1.24%	22
2024 Q2	$3.87M	Buy	51,719 +1,714	+3%	+$127K	1.04%	23
2024 Q1	$3.77M	Sell	50,005 -935	-2%	-$70.5K	1.05%	24
2023 Q4	$3.89M	Sell	50,940 -3,195	-6%	-$234K	1.23%	24
2023 Q3	$3.91M	Buy	54,135 +32,493	+150%	+$2.4M	1.55%	17
2023 Q2	$1.63M	Buy	21,642 +1,214	+6%	+$92.5K	0.65%	30
2023 Q1	$1.57M	Buy	20,428 +1,155	+6%	+$87.5K	0.67%	28
2022 Q4	$1.43M	Buy	+19,273	New	+$1.43M	0.67%	28