Compass Planning Associates’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
2025 Q2	$7.18M	Buy	92,822 +23,260	+33%	+$1.8M	6.59%	5
2025 Q1	$5.33M	Sell	69,562 -29,436	-30%	-$2.25M	5.38%	6
2024 Q4	$7.4M	Buy	+98,998	New	+$7.4M	7.51%	5