Sugarloaf Wealth Management’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
2024 Q4	$69.3K	Sell	927 -104	-10%	-$7.77K	0.01%	261
2024 Q3	$80.8K	Buy	1,031 +269	+35%	+$21.1K	0.02%	254
2024 Q2	$57.1K	Buy	762 +219	+40%	+$16.4K	0.01%	284
2024 Q1	$41K	Buy	543 +214	+65%	+$16.1K	0.01%	316
2023 Q4	$25.1K	Buy	+329	New	+$25.1K	0.01%	361