Carolinas Wealth Consulting’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
2025 Q2	–	Sell	-403,218	Closed	-$30.9M	–	96
2025 Q1	$30.9M	Sell	403,218 -1,969	-0.5%	-$149K	6.64%	3
2024 Q4	$30.3M	Sell	405,187 -1,679	-0.4%	-$128K	5.95%	3
2024 Q3	$31.9M	Sell	406,866 -8	-0%	-$617	5.79%	2
2024 Q2	$30.5M	Sell	406,874 -3,055	-0.7%	-$227K	5.88%	2
2024 Q1	$30.9M	Buy	409,929 +14,640	+4%	+$1.1M	6.09%	2
2023 Q4	$30.2M	Buy	395,289 +65,359	+20%	+$4.79M	6.57%	2
2023 Q3	$23.4M	Buy	329,930 +161,690	+96%	+$12M	5.84%	2
2023 Q2	$12.7M	Buy	168,240 +110,327	+191%	+$8.4M	2.51%	11
2023 Q1	$4.44M	Buy	57,913 +17,666	+44%	+$1.34M	0.95%	25
2022 Q4	$2.99M	Buy	40,247 +28,350	+238%	+$2.1M	0.68%	33
2022 Q3	$874K	Buy	+11,897	New	+$920K	0.22%	55
2021 Q2	–	Sell	-1,303	Closed	-$116K	–	944
2021 Q1	$116K	Buy	1,303 +4	+0.3%	+$363	0.03%	234
2020 Q4	$121K	Buy	1,299 +18	+1%	+$1.68K	0.03%	206
2020 Q3	$120K	Buy	1,281 +7	+0.5%	+$656	0.04%	172
2020 Q2	$119K	Buy	1,274 +8	+0.6%	+$732	0.05%	135
2020 Q1	$113K	Buy	+1,266	New	+$112K	0.06%	109