Sowell Financial Services’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
2023 Q4	–	Sell	-12,013	Closed	-$869K	–	536
2023 Q3	$869K	Sell	12,013 -7,783	-39%	-$576K	0.05%	323
2023 Q2	$1.49M	Sell	19,796 -35,365	-64%	-$2.69M	0.08%	270
2023 Q1	$4.23M	Buy	55,161 +872	+2%	+$66K	0.33%	69
2022 Q4	$4.04M	Buy	54,289 +1,409	+3%	+$104K	0.26%	101
2022 Q3	$3.89M	Buy	+52,880	New	+$4.09M	0.39%	71
2022 Q2	–	Sell	-23,479	Closed	-$1.86M	–	285
2022 Q1	$1.86M	Sell	23,479 -16,667	-42%	-$1.41M	0.32%	57
2021 Q4	$3.52M	Sell	40,146 -14,214	-26%	-$1.26M	0.2%	112
2021 Q3	$4.86M	Sell	54,360 -2,020	-4%	-$183K	0.33%	72
2021 Q2	$5.07M	Sell	56,380 -504,112	-90%	-$45M	0.34%	73
2021 Q1	$50.1M	Buy	560,492 +87,756	+19%	+$7.97M	1.74%	7
2020 Q4	$43.9M	Buy	472,736 +37,123	+9%	+$3.46M	1.88%	7
2020 Q3	$40.7M	Buy	435,613 +59,347	+16%	+$5.56M	2.03%	7
2020 Q2	$35.1M	Buy	376,266 +185,828	+98%	+$17M	1.93%	6
2020 Q1	$17M	Buy	190,438 +181,816	+2,109%	+$16.1M	1.26%	8
2019 Q4	$752K	Buy	8,622 +5,117	+146%	+$448K	0.06%	332
2019 Q3	$308K	Buy	+3,505	New	+$306K	0.03%	529
2019 Q1	$298K	Sell	3,556 -824	-19%	-$67.8K	0.03%	456
2018 Q4	$356K	Buy	+4,380	New	+$351K	0.05%	347