Global Financial Private Client’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	$637K	Sell	8,249 -1	-0%	-$78	0.21%	134
2025 Q4	$642K	Sell	8,250 -5	-0.1%	-$391	0.23%	121
2025 Q3	$645K	Buy	8,255 +98	+1%	+$7.59K	0.23%	120
2025 Q2	$631K	Sell	8,157 -17	-0.2%	-$1.29K	0.24%	116
2025 Q1	$626K	Buy	8,174 +31	+0.4%	+$2.34K	0.24%	107
2024 Q4	$609K	Buy	8,143 +1,967	+32%	+$150K	0.23%	114
2024 Q3	$484K	Hold	6,176	–	–	0.19%	132
2024 Q2	$463K	Sell	6,176 -51	-0.8%	-$3.79K	0.19%	128
2024 Q1	$465K	Sell	6,227 -444	-7%	-$33.5K	0.2%	124
2023 Q4	$510K	Buy	6,671 +824	+14%	+$60.4K	0.24%	106
2023 Q3	$419K	Sell	5,847 -557	-9%	-$41.2K	0.22%	111
2023 Q2	$479K	Sell	6,404 -40	-0.6%	-$3.05K	0.24%	102
2023 Q1	$496K	Sell	6,444 -1,698	-21%	-$129K	0.26%	95
2022 Q4	$605K	Sell	8,142 -5,926	-42%	-$439K	0.34%	74
2022 Q3	$1.04M	Sell	14,068 -3,869	-22%	-$299K	0.6%	39
2022 Q2	$1.41M	Sell	17,937 -10,324	-37%	-$810K	0.79%	31
2022 Q1	$2.3M	Sell	28,261 -3,936	-12%	-$332K	1.11%	20
2021 Q4	$2.82M	Buy	32,197 +645	+2%	+$57.2K	1.36%	18
2021 Q3	$2.83M	Buy	31,552 +1,631	+5%	+$148K	1.45%	18
2021 Q2	$2.69M	Sell	29,921 -12	-0%	-$1.07K	1.5%	16
2021 Q1	$2.65M	Buy	29,933 +1,806	+6%	+$164K	1.9%	15
2020 Q4	$2.61M	Buy	28,127 +69	+0.2%	+$6.43K	2.07%	15
2020 Q3	$2.62M	Buy	28,058 +957	+4%	+$89.6K	2.27%	13
2020 Q2	$2.52M	Buy	27,101 +23,593	+673%	+$2.16M	2.2%	12
2020 Q1	$312K	Sell	3,508 -428	-11%	-$38K	0.33%	68
2019 Q4	$343K	Buy	+3,936	New	+$345K	0.29%	83