Williams Financial’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
2025 Q1	–	Sell	-308,672	Closed	-$23.1M	–	17
2024 Q4	$23.1M	Buy	308,672 +10,157	+3%	+$759K	14.36%	3
2024 Q3	$23.4M	Buy	298,515 +7,091	+2%	+$556K	14.62%	3
2024 Q2	$21.8M	Buy	291,424 +993	+0.3%	+$74.4K	14.53%	3
2024 Q1	$21.9M	Buy	+290,431	New	+$21.9M	14.58%	3