Holistic Planning’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	$750K	Buy	9,694 +999	+11%	+$77.3K	0.21%	84
2025 Q1	$666K	Sell	8,695 -791	-8%	-$60.6K	0.23%	80
2024 Q4	$709K	Buy	9,486 +387	+4%	+$28.9K	0.26%	75
2024 Q3	$713K	Buy	+9,099	New	+$713K	0.3%	65