Francis Financial’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	$46.8M	Buy	606,080 +10,166	+2%	+$791K	8.69%	2
2025 Q4	$46.4M	Sell	595,914 -12,348	-2%	-$966K	9.08%	2
2025 Q3	$47.5M	Buy	608,262 +25,070	+4%	+$1.94M	8.47%	3
2025 Q2	$45.1M	Buy	583,192 +8,500	+1%	+$647K	10.43%	2
2025 Q1	$44M	Buy	574,692 +46,856	+9%	+$3.53M	10.7%	2
2024 Q4	$39.4M	Buy	527,836 +31,636	+6%	+$2.41M	10.02%	2
2024 Q3	$38.9M	Buy	496,200 +63,472	+15%	+$4.89M	10.29%	2
2024 Q2	$32.4M	Buy	432,728 +19,612	+5%	+$1.46M	9.85%	2
2024 Q1	$31.1M	Buy	413,116 +48,689	+13%	+$3.67M	10.08%	2
2023 Q4	$27.8M	Buy	364,427 +49,748	+16%	+$3.64M	11.95%	2
2023 Q3	$22.8M	Buy	314,679 +35,788	+13%	+$2.65M	11.87%	2
2023 Q2	$21M	Buy	278,891 +145,289	+109%	+$11.1M	11.34%	2
2023 Q1	$10.3M	Buy	133,602 +112,334	+528%	+$8.51M	6.95%	3
2022 Q4	$1.58M	Buy	21,268 +17,171	+419%	+$1.27M	1.47%	9
2022 Q3	$301K	Sell	4,097 -439	-10%	-$34K	0.31%	26
2022 Q2	$358K	Buy	+4,536	New	+$356K	0.32%	31