Atria Wealth Solutions’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 Q2	$15.4M	Sell	199,045 -213,376	-52%	-$16.3M	0.35%	58
2025 Q1	$31.6M	Buy	412,421 +17,315	+4%	+$1.31M	0.38%	47
2024 Q4	$29.5M	Buy	395,106 +43,593	+12%	+$3.31M	0.32%	61
2024 Q3	$27.5M	Buy	351,513 +35,797	+11%	+$2.76M	0.3%	65
2024 Q2	$23.6M	Buy	315,716 +11,569	+4%	+$860K	0.26%	77
2024 Q1	$22.9M	Sell	304,147 -38,377	-11%	-$2.89M	0.26%	79
2023 Q4	$26.2M	Buy	342,524 +57,188	+20%	+$4.19M	0.33%	54
2023 Q3	$20.6M	Sell	285,336 -59,804	-17%	-$4.42M	0.29%	75
2023 Q2	$26M	Buy	345,140 +57,410	+20%	+$4.37M	0.35%	51
2023 Q1	$22.1M	Sell	287,730 -5,142	-2%	-$389K	0.33%	68
2022 Q4	$21.8M	Sell	292,872 -2,385	-0.8%	-$177K	0.35%	67
2022 Q3	$21.7M	Buy	295,257 +10,899	+4%	+$843K	0.38%	50
2022 Q2	$22.1M	Sell	284,358 -15,105	-5%	-$1.18M	0.44%	49
2022 Q1	$24.5M	Buy	+299,463	New	+$25.3M	0.41%	40