Great Valley Advisor Group’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
2026 Q1	$17.9M	Buy	231,754 +5,939	+3%	+$462K	0.33%	79
2025 Q4	$17.6M	Buy	225,815 +4,236	+2%	+$331K	0.34%	75
2025 Q3	$17.3M	Buy	221,579 +7,990	+4%	+$619K	0.35%	78
2025 Q2	$16.5M	Buy	213,589 +26,045	+14%	+$1.98M	0.37%	73
2025 Q1	$14.4M	Buy	187,544 +132,158	+239%	+$9.97M	0.31%	85
2024 Q4	$4.14M	Buy	55,386 +25,112	+83%	+$1.91M	0.09%	208
2024 Q3	$2.37M	Buy	30,274 +22,718	+301%	+$1.75M	0.06%	287
2024 Q2	$566K	Buy	7,556 +206	+3%	+$15.3K	0.02%	506
2024 Q1	$554K	Sell	7,350 -483	-6%	-$36.4K	0.02%	473
2023 Q4	$598K	Sell	7,833 -2,462	-24%	-$180K	0.02%	421
2023 Q3	$744K	Sell	10,295 -1,346	-12%	-$99.6K	0.03%	365
2023 Q2	$876K	Sell	11,641 -2,622	-18%	-$200K	0.04%	331
2023 Q1	$1.09M	Sell	14,263 -2,739	-16%	-$207K	0.05%	290
2022 Q4	$1.26M	Sell	17,002 -195	-1%	-$14.4K	0.06%	288
2022 Q3	$1.26M	Buy	17,197 +628	+4%	+$48.6K	0.07%	266
2022 Q2	$1.29M	Sell	16,569 -14,756	-47%	-$1.16M	0.07%	265
2022 Q1	$2.62M	Buy	31,325 +6,048	+24%	+$511K	0.15%	167
2021 Q4	$2.22M	Buy	25,277 +308	+1%	+$27.3K	0.14%	174
2021 Q3	$2.23M	Buy	24,969 +1,726	+7%	+$156K	0.15%	161
2021 Q2	$2.09M	Buy	23,243 +15,741	+210%	+$1.41M	0.15%	156
2021 Q1	$665K	Sell	7,502 -1,830	-20%	-$166K	0.06%	256
2020 Q4	$867K	Buy	9,332 +1,010	+12%	+$94.1K	0.09%	201
2020 Q3	$775K	Buy	8,322 +19	+0.2%	+$1.78K	0.1%	190
2020 Q2	$773K	Buy	8,303 +3,192	+62%	+$292K	0.13%	178
2020 Q1	$457K	Sell	5,111 -7,892	-61%	-$700K	0.12%	183
2019 Q4	$1.13M	Buy	13,003 +2,222	+21%	+$195K	0.25%	123
2019 Q3	$949K	Buy	10,781 +119	+1%	+$10.4K	0.23%	129
2019 Q2	$922K	Hold	10,662	–	–	0.23%	132
2019 Q1	$895K	Sell	10,662 -988	-8%	-$81.3K	0.28%	104
2018 Q4	$949K	Buy	+11,650	New	+$933K	0.35%	76