Wescott Financial Advisory 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	$30.1M	Buy	390,234 +42,712	+12%	+$3.33M	2.64%	11
2025 Q4	$27.1M	Buy	347,522 +14,169	+4%	+$1.11M	2.36%	12
2025 Q3	$26M	Buy	333,353 +34,167	+11%	+$2.65M	2.34%	13
2025 Q2	$23.1M	Buy	299,186 +16,773	+6%	+$1.28M	2.21%	14
2025 Q1	$21.6M	Buy	282,413 +33,934	+14%	+$2.56M	2.24%	14
2024 Q4	$18.6M	Buy	248,479 +67,135	+37%	+$5.1M	1.92%	14
2024 Q3	$14.2M	Buy	181,344 +37,565	+26%	+$2.9M	1.53%	15
2024 Q2	$10.8M	Buy	143,779 +5,392	+4%	+$401K	1.25%	18
2024 Q1	$10.4M	Buy	138,387 +3,252	+2%	+$245K	1.3%	15
2023 Q4	$10.3M	Buy	135,135 +51,596	+62%	+$3.78M	1.45%	15
2023 Q3	$6.04M	Buy	83,539 +6,593	+9%	+$488K	1.1%	19
2023 Q2	$5.79M	Buy	76,946 +11,428	+17%	+$870K	1.02%	21
2023 Q1	$5.03M	Buy	65,518 +24,464	+60%	+$1.85M	1.09%	20
2022 Q4	$3.05M	Buy	41,054 +33,829	+468%	+$2.51M	0.66%	33
2022 Q3	$531K	Buy	+7,225	New	+$559K	0.15%	82