Avantax Advisory Services’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	$11.1M	Buy	143,702 +13,756	+11%	+$1.05M	0.06%	251
2025 Q1	$9.95M	Sell	129,946 -10,543	-8%	-$795K	0.06%	247
2024 Q4	$10.5M	Sell	140,489 -87,958	-39%	-$6.69M	0.07%	215
2024 Q3	$17.9M	Sell	228,447 -16,825	-7%	-$1.3M	0.12%	134
2024 Q2	$18.4M	Sell	245,272 -177,337	-42%	-$13.2M	0.13%	117
2024 Q1	$31.9M	Buy	422,609 +5,440	+1%	+$410K	0.28%	50
2023 Q4	$31.9M	Buy	417,169 +64,380	+18%	+$4.72M	0.32%	36
2023 Q3	$25.5M	Buy	352,789 +24,252	+7%	+$1.79M	0.29%	43
2023 Q2	$24.7M	Buy	328,537 +79,785	+32%	+$6.08M	0.28%	48
2023 Q1	$19.1M	Buy	248,752 +211,496	+568%	+$16M	0.23%	71
2022 Q4	$2.77M	Sell	37,256 -993	-3%	-$73.6K	0.04%	346
2022 Q3	$2.81M	Buy	38,249 +3,093	+9%	+$239K	0.04%	312
2022 Q2	$2.73M	Sell	35,156 -14,471	-29%	-$1.13M	0.04%	313
2022 Q1	$4.07M	Sell	49,627 -130,903	-73%	-$11.1M	0.06%	240
2021 Q4	$15.8M	Sell	180,530 -16,639	-8%	-$1.48M	0.24%	66
2021 Q3	$17.6M	Buy	197,169 +6,855	+4%	+$621K	0.29%	53
2021 Q2	$17.1M	Buy	190,314 +11,662	+7%	+$1.04M	0.31%	52
2021 Q1	$15.8M	Buy	178,652 +16,486	+10%	+$1.5M	0.34%	49
2020 Q4	$15.1M	Sell	162,166 -5,481	-3%	-$510K	0.36%	47
2020 Q3	$15.7M	Buy	167,647 +78,826	+89%	+$7.38M	0.25%	74
2020 Q2	$8.28M	Buy	88,821 +75,235	+554%	+$6.89M	0.24%	74
2020 Q1	$1.21M	Buy	13,586 +4,293	+46%	+$381K	0.04%	268
2019 Q4	$810K	Buy	+9,293	New	+$814K	0.02%	379
2019 Q3	–	Sell	-2,307	Closed	-$200K	–	572
2019 Q2	$200K	Buy	+2,307	New	+$195K	0.01%	487
2019 Q1	–	Sell	-4,297	Closed	-$351K	–	485
2018 Q4	$351K	Buy	+4,297	New	+$344K	0.06%	273