Simon Quick 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
2023 Q1	–	Sell	-5,248	Closed	-$390K	–	278
2022 Q4	$390K	Sell	5,248 -1,565	-23%	-$116K	0.05%	151
2022 Q3	$501K	Buy	+6,813	New	+$501K	0.07%	121