WealthPLAN Partners’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	-143	Closed	-$10.8K	–	394
2023 Q2	$10.8K	Hold	143	–	–	﹤0.01%	783
2023 Q1	$11K	Buy	+143	New	+$10.8K	﹤0.01%	838
2022 Q1	$368K	Buy	4,683 +109	+2%	+$9.2K	0.03%	290
2021 Q4	$392K	Sell	4,574 -270	-6%	-$24K	0.03%	280
2021 Q3	$430K	Sell	4,844 -8,379	-63%	-$759K	0.03%	271
2021 Q2	$1.2M	Buy	13,223 +1,086	+9%	+$97K	0.08%	138
2021 Q1	$1.08M	Buy	12,137 +419	+4%	+$38.1K	0.08%	139
2020 Q4	$1.08M	Buy	11,718 +1,823	+18%	+$170K	0.09%	135
2020 Q3	$920K	Buy	9,895 +2,995	+43%	+$280K	0.09%	133
2020 Q2	$644K	Buy	+6,900	New	+$632K	0.07%	157
2017 Q4	–	Sell	-7,654	Closed	-$648K	–	221
2017 Q3	$648K	Buy	7,654 +1,888	+33%	+$160K	0.18%	97
2017 Q2	$487K	Buy	5,766 +5,650	+4,871%	+$477K	0.14%	106
2017 Q1	$9.73K	Buy	+116	New	+$9.66K	0.03%	275
2016 Q3	$27.2K	Sell	312 -20	-6%	-$1.75K	0.01%	427
2016 Q2	$27.5K	Buy	+332	New	+$28.7K	﹤0.01%	1217
2015 Q4	$12.1K	Buy	+435	New	+$36.6K	﹤0.01%	1098