Kingswood Wealth Advisors’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	$229K	Sell	2,958 -592	-17%	-$45.8K	0.02%	659
2025 Q1	$272K	Sell	3,550 -4,718	-57%	-$361K	0.02%	580
2024 Q4	$618K	Sell	8,268 -895	-10%	-$66.9K	0.05%	382
2024 Q3	$718K	Buy	+9,163	New	+$718K	0.05%	364