Brio Consultants’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-4,956	Closed	-$426K	–	95
2022 Q1	$426K	Sell	4,956 -99	-2%	-$8.79K	0.09%	57
2021 Q4	$469K	Sell	5,055 -482	-9%	-$45.1K	0.11%	50
2021 Q3	$523K	Buy	5,537 +5	+0.1%	+$477	0.13%	49
2021 Q2	$526K	Sell	5,532 -726	-12%	-$68.3K	0.13%	49
2021 Q1	$582K	Buy	6,258 +733	+13%	+$69.7K	0.17%	42
2020 Q4	$537K	Sell	5,525 -789	-12%	-$76K	0.17%	41
2020 Q3	$605K	Sell	6,314 -4,253	-40%	-$409K	0.18%	42
2020 Q2	$1M	Buy	10,567 +6,260	+145%	+$576K	0.34%	36
2020 Q1	$375K	Buy	4,307 +1,946	+82%	+$177K	0.15%	48
2019 Q4	$216K	Buy	2,361 +26	+1%	+$2.37K	0.07%	72
2019 Q3	$213K	Buy	2,335 +20	+0.9%	+$1.81K	0.08%	72
2019 Q2	$208K	Buy	+2,315	New	+$202K	0.08%	70
2019 Q1	–	Sell	-2,457	Closed	-$204K	–	71
2018 Q4	$204K	Buy	+2,457	New	+$203K	0.1%	68