Soundmark Wealth Management’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 Q2	–	Sell	-173,339	Closed	-$13.1M	–	8
2024 Q1	$13.1M	Buy	173,339 +55,163	+47%	+$4.16M	5.8%	4
2023 Q4	$9.03M	Sell	118,176 -401	-0.3%	-$29.4K	4.46%	6
2023 Q3	$8.57M	Buy	118,577 +27,423	+30%	+$2.03M	4.76%	6
2023 Q2	$6.86M	Buy	91,154 +10,862	+14%	+$827K	3.82%	7
2023 Q1	$6.16M	Buy	80,292 +2,016	+3%	+$153K	3.69%	9
2022 Q4	$5.82M	Buy	78,276 +53,044	+210%	+$3.93M	3.75%	8
2022 Q3	$1.85M	Buy	25,232 +3,539	+16%	+$274K	1.3%	23
2022 Q2	$1.68M	Buy	21,693 +4,739	+28%	+$372K	1.2%	23
2022 Q1	$1.39M	Buy	16,954 +4,738	+39%	+$400K	0.97%	26
2021 Q4	$1.07M	Sell	12,216 -11,048	-47%	-$980K	0.73%	30
2021 Q3	$2.08M	Buy	+23,264	New	+$2.11M	0.75%	26
2021 Q2	–	Sell	-18,064	Closed	-$1.6M	–	66
2021 Q1	$1.6M	Buy	18,064 +4,259	+31%	+$387K	0.88%	21
2020 Q4	$1.28M	Buy	+13,805	New	+$1.29M	0.82%	21