New Potomac Partners’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
2024 Q3	$1.36M	Buy	17,296 +1,552	+10%	+$120K	0.7%	48
2024 Q2	$1.18M	Buy	15,744 +361	+2%	+$26.8K	0.64%	50
2024 Q1	$1.16M	Buy	15,383 +545	+4%	+$41.1K	0.64%	51
2023 Q4	$1.13M	Buy	14,838 +4,798	+48%	+$351K	0.67%	50
2023 Q3	$726K	Sell	10,040 -174	-2%	-$12.9K	0.5%	57
2023 Q2	$768K	Buy	10,214 +198	+2%	+$15.1K	0.51%	56
2023 Q1	$769K	Buy	10,016 +626	+7%	+$47.4K	0.53%	55
2022 Q4	$698K	Buy	9,390 +408	+5%	+$30.2K	0.52%	55
2022 Q3	$660K	Hold	8,982	–	–	0.56%	50
2022 Q2	$697K	Sell	8,982 -3,800	-30%	-$298K	0.56%	48
2022 Q1	$1.05M	Sell	12,782 -687	-5%	-$58K	0.74%	45
2021 Q4	$1.18M	Buy	13,469 +475	+4%	+$42.1K	0.76%	45
2021 Q3	$1.16M	Sell	12,994 -2,311	-15%	-$209K	0.8%	44
2021 Q2	$1.38M	Buy	15,305 +455	+3%	+$40.6K	0.94%	39
2021 Q1	$1.32M	Buy	14,850 +1,470	+11%	+$133K	0.97%	38
2020 Q4	$1.24M	Buy	13,380 +11,920	+816%	+$1.11M	0.9%	43
2020 Q3	$136K	Hold	1,460	–	–	0.11%	66
2020 Q2	$136K	Hold	1,460	–	–	0.12%	70
2020 Q1	$130K	Hold	1,460	–	–	0.14%	66
2019 Q4	$127K	Hold	1,460	–	–	0.12%	73
2019 Q3	$128K	Hold	1,460	–	–	0.13%	74
2019 Q2	$126K	Hold	1,460	–	–	0.13%	73
2019 Q1	$123K	Hold	1,460	–	–	0.12%	74
2018 Q4	$119K	Hold	1,460	–	–	0.13%	76
2018 Q3	$118K	Sell	1,460 -900	-38%	-$72.8K	0.11%	74
2018 Q2	$191K	Sell	2,360 -825	-26%	-$66.6K	0.18%	60
2018 Q1	$260K	Sell	3,185 -50	-2%	-$4.1K	0.26%	60
2017 Q4	$271K	Buy	+3,235	New	+$273K	0.26%	60