StrongBox Wealth’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 Q4	–	Sell	-3,789	Closed	-$297K	–	91
2024 Q3	$297K	Buy	3,789 +1	+0%	+$77	0.13%	76
2024 Q2	$284K	Sell	3,788 -1,567	-29%	-$116K	0.13%	74
2024 Q1	$404K	Sell	5,355 -541	-9%	-$40.8K	0.21%	58
2023 Q4	$450K	Sell	5,896 -2,183	-27%	-$160K	0.26%	56
2023 Q3	$584K	Buy	8,079 +570	+8%	+$42.2K	0.37%	51
2023 Q2	$565K	Sell	7,509 -4,019	-35%	-$306K	0.36%	54
2023 Q1	$885K	Sell	11,528 -3,119	-21%	-$236K	0.59%	49
2022 Q4	$1.09M	Sell	14,647 -10,954	-43%	-$812K	0.77%	43
2022 Q3	$1.88M	Sell	25,601 -4,696	-15%	-$363K	1.36%	28
2022 Q2	$2.35M	Sell	30,297 -2,894	-9%	-$227K	1.52%	24
2022 Q1	$2.72M	Sell	33,191 -15,957	-32%	-$1.35M	1.55%	26
2021 Q4	$4.31M	Buy	49,148 +35	+0.1%	+$3.1K	2.15%	13
2021 Q3	$4.39M	Buy	49,113 +4,951	+11%	+$448K	2.46%	10
2021 Q2	$3.97M	Sell	44,162 -1,289	-3%	-$115K	2.28%	13
2021 Q1	$4.03M	Buy	45,451 +316	+0.7%	+$28.7K	2.5%	12
2020 Q4	$4.19M	Buy	45,135 +4,926	+12%	+$459K	2.72%	11
2020 Q3	$3.76M	Sell	40,209 -493	-1%	-$46.2K	2.75%	12
2020 Q2	$3.79M	Buy	40,702 +1,963	+5%	+$180K	3.46%	4
2020 Q1	$3.46M	Buy	+38,739	New	+$3.44M	3.93%	4