Veritable’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 Q3	–	Sell	-17,391	Closed	-$1.31M	–	87
2023 Q2	$1.31M	Hold	17,391	–	–	0.02%	314
2023 Q1	$1.33M	Buy	17,391 +63	+0.4%	+$4.77K	0.02%	304
2022 Q4	$1.29M	Sell	17,328 -13,641	-44%	-$1.01M	0.02%	305
2022 Q3	$2.28M	Hold	30,969	–	–	0.04%	199
2022 Q2	$2.4M	Hold	30,969	–	–	0.04%	214
2022 Q1	$2.54M	Hold	30,969	–	–	0.04%	218
2021 Q4	$2.71M	Hold	30,969	–	–	0.04%	205
2021 Q3	$2.77M	Sell	30,969 -75	-0.2%	-$6.79K	0.04%	194
2021 Q2	$2.79M	Hold	31,044	–	–	0.05%	192
2021 Q1	$2.75M	Buy	31,044 +677	+2%	+$61.5K	0.05%	178
2020 Q4	$2.82M	Hold	30,367	–	–	0.05%	171
2020 Q3	$2.84M	Buy	30,367 +25,004	+466%	+$2.34M	0.06%	158
2020 Q2	$500K	Buy	5,363 +1,696	+46%	+$155K	0.01%	466
2020 Q1	$328K	Sell	3,667 -235	-6%	-$20.8K	0.01%	541
2019 Q4	$340K	Hold	3,902	–	–	0.01%	631
2019 Q3	$343K	Buy	3,902 +1,455	+59%	+$127K	0.01%	605
2019 Q2	$212K	Sell	2,447 -5	-0.2%	-$422	﹤0.01%	746
2019 Q1	$206K	Sell	2,452 -513	-17%	-$42.2K	﹤0.01%	754
2018 Q4	$241K	Sell	2,965 -60	-2%	-$4.8K	0.01%	674
2018 Q3	$243K	Hold	3,025	–	–	﹤0.01%	716
2018 Q2	$245K	Buy	+3,025	New	+$244K	0.01%	703
2014 Q1	–	Sell	-180	Closed	-$15K	–	911
2013 Q4	$15K	Buy	+180	New	+$15K	﹤0.01%	956