AWE
Avidian Wealth Enterprises’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Buy |
19,317
+395
| +2% | +$31.1K | 0.06% | 160 |
|
|
2025
Q1 | $1.48M | Buy |
18,922
+47
| +0.2% | +$3.68K | 0.07% | 158 |
|
|
2024
Q4 | $1.46M | Buy |
18,875
+974
| +5% | +$75.3K | 0.07% | 147 |
|
|
2024
Q3 | $1.41M | Sell |
17,901
-200
| -1% | -$15.7K | 0.06% | 147 |
|
|
2024
Q2 | $1.39M | Sell |
18,101
-1,673
| -8% | -$128K | 0.06% | 149 |
|
|
2024
Q1 | $1.52M | Buy |
19,774
+2,488
| +14% | +$191K | 0.07% | 125 |
|
|
2023
Q4 | $1.33M | Buy |
17,286
+8,315
| +93% | +$640K | 0.08% | 136 |
|
|
2023
Q3 | $674K | Sell |
8,971
-2,512
| -22% | -$189K | 0.05% | 202 |
|
|
2023
Q2 | $868K | Sell |
11,483
-118,055
| -91% | -$8.92M | 0.06% | 196 |
|
|
2023
Q1 | $9.91M | Sell |
129,538
-2,242
| -2% | -$171K | 0.54% | 40 |
|
|
2022
Q4 | $9.92M | Sell |
131,780
-15,175
| -10% | -$1.14M | 0.65% | 32 |
|
|
2022
Q3 | $11M | Buy |
146,955
+10,380
| +8% | +$777K | 0.79% | 30 |
|
|
2022
Q2 | $10.5M | Buy |
136,575
+122,091
| +843% | +$9.38M | 0.74% | 29 |
|
|
2022
Q1 | $1.13M | Buy |
14,484
+1,846
| +15% | +$144K | 0.07% | 172 |
|
|
2021
Q4 | $1.02M | Buy |
12,638
+4,846
| +62% | +$392K | 0.06% | 180 |
|
|
2021
Q3 | $638K | Buy |
+7,792
| New | +$638K | 0.05% | 184 |
|
|
2020
Q2 | – | Sell |
-2,897
| Closed | -$238K | – | 251 |
|
|
2020
Q1 | $238K | Sell |
2,897
-381
| -12% | -$31.3K | 0.04% | 170 |
|
|
2019
Q4 | $264K | Hold |
3,278
| – | – | 0.04% | 191 |
|
|
2019
Q3 | $265K | Sell |
3,278
-73
| -2% | -$5.9K | 0.04% | 161 |
|
|
2019
Q2 | $270K | Buy |
3,351
+604
| +22% | +$48.7K | 0.06% | 122 |
|
|
2019
Q1 | $219K | Buy |
2,747
+87
| +3% | +$6.94K | 0.05% | 118 |
|
|
2018
Q4 | $209K | Buy |
+2,660
| New | +$209K | 0.07% | 84 |
|
|
2017
Q3 | – | Sell |
-3,375
| Closed | -$269K | – | 94 |
|
|
2017
Q2 | $269K | Hold |
3,375
| – | – | 0.11% | 66 |
|
|
2017
Q1 | $269K | Sell |
3,375
-10,707
| -76% | -$853K | 0.1% | 65 |
|
|
2016
Q4 | $1.12M | Sell |
14,082
-535
| -4% | -$42.5K | 0.49% | 21 |
|
|
2016
Q3 | $1.18M | Buy |
14,617
+3,926
| +37% | +$317K | 0.48% | 23 |
|
|
2016
Q2 | $867 | Sell |
10,691
-399
| -4% | -$32 | 0.32% | 24 |
|
|
2016
Q1 | $894K | Sell |
11,090
-23,628
| -68% | -$1.9M | 0.48% | 19 |
|
|
2015
Q4 | $2.76M | Buy |
34,718
+18,297
| +111% | +$1.46M | 1.35% | 11 |
|
|
2015
Q3 | $1.32M | Buy |
+16,421
| New | +$1.32M | 0.83% | 10 |
|