Integrity 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
2025 Q4	–	Sell	-2,116	Closed	-$165K	–	288
2025 Q3	$165K	Sell	2,116 -3,026	-59%	-$234K	0.08%	152
2025 Q2	$398K	Sell	5,142 -5,951	-54%	-$453K	0.2%	94
2025 Q1	$849K	Sell	11,093 -185	-2%	-$14K	0.48%	51
2024 Q4	$843K	Sell	11,278 -245	-2%	-$18.6K	0.48%	51
2024 Q3	$903K	Sell	11,523 -275	-2%	-$21.2K	0.53%	47
2024 Q2	$884K	Buy	11,798 +1,276	+12%	+$94.8K	0.55%	44
2024 Q1	$793K	Sell	10,522 -833	-7%	-$62.8K	0.54%	44
2023 Q4	$867K	Sell	11,355 -919	-7%	-$67.3K	0.63%	42
2023 Q3	$888K	Sell	12,274 -159	-1%	-$11.8K	0.67%	39
2023 Q2	$935K	Buy	12,433 +1,813	+17%	+$138K	0.7%	39
2023 Q1	$815K	Buy	10,620 +3,936	+59%	+$298K	0.67%	41
2022 Q4	$497K	Buy	+6,684	New	+$495K	0.48%	48