Venturi 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
2025 Q1	–	Sell	-57	Closed	-$4.3K	–	716
2024 Q4	$4.3K	Sell	57 -21	-27%	-$1.6K	﹤0.01%	1734
2024 Q3	$6.16K	Hold	78	–	–	﹤0.01%	1333
2024 Q2	$5.88K	Hold	78	–	–	﹤0.01%	1198
2024 Q1	$5.92K	Hold	78	–	–	﹤0.01%	1050
2023 Q4	$6K	Hold	78	–	–	﹤0.01%	993
2023 Q3	$5.68K	Hold	78	–	–	﹤0.01%	944
2023 Q2	$5.91K	Hold	78	–	–	﹤0.01%	727
2023 Q1	$6.03K	Buy	+78	New	+$5.91K	﹤0.01%	793
2018 Q3	–	Sell	-3,030	Closed	-$245K	–	165
2018 Q2	$245K	Sell	3,030 -2,483	-45%	-$201K	0.05%	158
2018 Q1	$451K	Sell	5,513 -1,505	-21%	-$123K	0.09%	144
2017 Q4	$588K	Sell	7,018 -642	-8%	-$54.1K	0.11%	137
2017 Q3	$647K	Hold	7,660	–	–	0.14%	122
2017 Q2	$647K	Buy	7,660 +240	+3%	+$20.3K	0.15%	120
2017 Q1	$629K	Hold	7,420	–	–	0.15%	115
2016 Q4	$616K	Sell	7,420 -984	-12%	-$83.5K	0.17%	105
2016 Q3	$737K	Sell	8,404 -17,645	-68%	-$1.55M	0.24%	82
2016 Q2	$2.29M	Sell	26,049 -4,710	-15%	-$407K	0.78%	48
2016 Q1	$2.65M	Buy	30,759 +295	+1%	+$25K	0.99%	37
2015 Q4	$2.53M	Buy	+30,464	New	+$2.56M	1.15%	32