Kelleher Financial Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Kelleher Financial Advisors’s Portfolio BIV Stock Details BIV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$30.5K	Buy
2022 Q2	–	Sell
2022 Q1	$209K	Buy
2021 Q4	$223K	Buy
2021 Q3	$225K	Hold
2021 Q2	$226K	Hold
2021 Q1	$223K	Buy