Wealthspire Advisors (New York)’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	$249K	Sell	3,231 -977	-23%	-$76.1K	﹤0.01%	788
2025 Q4	$328K	Buy	4,208 +960	+30%	+$75.1K	﹤0.01%	771
2025 Q3	$254K	Buy	3,248 +345	+12%	+$26.7K	﹤0.01%	724
2025 Q2	$225K	Sell	2,903 -194	-6%	-$14.8K	﹤0.01%	751
2025 Q1	$237K	Hold	3,097	–	–	﹤0.01%	702
2024 Q4	$231K	Sell	3,097 -368	-11%	-$28K	﹤0.01%	710
2024 Q3	$272K	Hold	3,465	–	–	﹤0.01%	639
2024 Q2	$260K	Sell	3,465 -13,710	-80%	-$1.02M	﹤0.01%	570
2024 Q1	$1.29M	Buy	17,175 +8	+0%	+$603	0.02%	271
2023 Q4	$1.31M	Sell	17,167 -360	-2%	-$26.4K	0.02%	265
2023 Q3	$1.27M	Buy	17,527 +11,898	+211%	+$880K	0.02%	240
2023 Q2	$424K	Sell	5,629 -165	-3%	-$12.6K	0.01%	396
2023 Q1	$445K	Sell	5,794 -384	-6%	-$29.1K	0.01%	370
2022 Q4	$459K	Sell	6,178 -15,094	-71%	-$1.12M	0.01%	382
2022 Q3	$1.56M	Buy	+21,272	New	+$1.65M	0.03%	172