Elevation Capital Advisory’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	$245K	Buy	3,174 +123	+4%	+$9.51K	0.1%	52
2025 Q1	$234K	Sell	3,051 -75	-2%	-$5.74K	0.1%	56
2024 Q4	$234K	Sell	3,126 -429	-12%	-$32.1K	0.1%	49
2024 Q3	$279K	Buy	+3,555	New	+$279K	0.12%	51