Financial Gravity Asset Management’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	$154	Buy	+2	New	+$156	﹤0.01%	852
2025 Q4	–	Sell	-10	Closed	-$781	–	785
2025 Q3	$781	Buy	+10	New	+$774	﹤0.01%	819
2025 Q1	$4.82K	Buy	+63	New	+$4.75K	﹤0.01%	724
2024 Q2	$71.6K	Sell	957 -4,203	-81%	-$312K	0.02%	217
2024 Q1	$390K	Buy	5,160 +3,008	+140%	+$227K	0.05%	129
2023 Q4	$161K	Buy	2,152 +1,365	+173%	+$100K	﹤0.01%	508
2023 Q3	$56.2K	Buy	787 +712	+949%	+$52.7K	﹤0.01%	503
2023 Q2	$643K	Sell	75 -2	-3%	-$152	1.75%	11
2023 Q1	$32K	Buy	77 +3	+4%	+$227	0.99%	20
2022 Q4	$591K	Sell	74 -1,678	-96%	-$124K	3.08%	5
2022 Q3	$27.6K	Sell	1,752 -276	-14%	-$21.4K	0.93%	22
2022 Q2	$29.2K	Sell	2,028 -104	-5%	-$8.15K	0.91%	21
2022 Q1	$33.3K	Sell	2,132 -1,036	-33%	-$87.5K	0.93%	18
2021 Q4	$32.9K	Buy	3,168 +2,800	+761%	+$248K	0.74%	32
2021 Q3	$89K	Hold	368	–	–	0.04%	384
2021 Q2	$90K	Sell	368 -100	-21%	-$8.93K	0.03%	379
2021 Q1	$41.5K	Sell	468 -46	-9%	-$4.18K	0.85%	16
2020 Q4	$48K	Buy	+514	New	+$47.9K	0.04%	88
2020 Q2	–	Sell	-2,118	Closed	-$183K	–	109
2020 Q1	$183K	Sell	2,118 -2,003	-49%	-$178K	0.57%	23
2019 Q4	$93K	Sell	4,121 -1,925	-32%	-$169K	0.06%	351
2019 Q3	$532K	Sell	6,046 -1,121	-16%	-$97.9K	0.46%	46
2019 Q2	$620K	Sell	7,167 -2,581	-26%	-$218K	0.51%	48
2019 Q1	$813K	Buy	+9,748	New	+$802K	0.66%	37
2018 Q3	$1.77M	Buy	22,127 +813	+4%	+$65.7K	1.86%	10
2018 Q2	$1.73M	Buy	21,314 +1,711	+9%	+$138K	1.62%	12
2018 Q1	$1.58M	Buy	+19,603	New	+$1.61M	1.61%	12