Avidian Wealth Enterprises’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.05M | Buy |
26,114
+6,710
| +35% | +$528K | 0.06% | 187 |
|
|
2025
Q4 | $1.53M | Sell |
19,404
-1,670
| -8% | -$132K | 0.06% | 173 |
|
|
2025
Q3 | $1.66M | Buy |
21,074
+1,757
| +9% | +$138K | 0.06% | 162 |
|
|
2025
Q2 | $1.52M | Buy |
19,317
+395
| +2% | +$30.9K | 0.06% | 160 |
|
|
2025
Q1 | $1.48M | Buy |
18,922
+47
| +0.2% | +$3.65K | 0.07% | 158 |
|
|
2024
Q4 | $1.46M | Buy |
18,875
+974
| +5% | +$75.6K | 0.07% | 147 |
|
|
2024
Q3 | $1.41M | Sell |
17,901
-200
| -1% | -$15.6K | 0.06% | 147 |
|
|
2024
Q2 | $1.39M | Sell |
18,101
-1,673
| -8% | -$128K | 0.06% | 155 |
|
|
2024
Q1 | $1.52M | Buy |
19,774
+2,488
| +14% | +$191K | 0.07% | 128 |
|
|
2023
Q4 | $1.33M | Buy |
17,286
+8,315
| +93% | +$629K | 0.08% | 138 |
|
|
2023
Q3 | $674K | Sell |
8,971
-2,512
| -22% | -$189K | 0.05% | 204 |
|
|
2023
Q2 | $868K | Sell |
11,483
-118,055
| -91% | -$9M | 0.06% | 197 |
|
|
2023
Q1 | $9.91M | Sell |
129,538
-2,242
| -2% | -$170K | 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% | +$793K | 0.79% | 30 |
|
|
2022
Q2 | $10.5M | Buy |
136,575
+122,091
| +843% | +$9.41M | 0.74% | 29 |
|
|
2022
Q1 | $1.13M | Buy |
14,484
+1,846
| +15% | +$147K | 0.07% | 179 |
|
|
2021
Q4 | $1.02M | Buy |
12,638
+4,846
| +62% | +$394K | 0.06% | 184 |
|
|
2021
Q3 | $638K | Buy |
+7,792
| New | +$640K | 0.05% | 186 |
|
|
2020
Q2 | – | Sell |
-2,897
| Closed | -$238K | – | 266 |
|
|
2020
Q1 | $238K | Sell |
2,897
-381
| -12% | -$30.9K | 0.04% | 171 |
|
|
2019
Q4 | $264K | Hold |
3,278
| – | – | 0.04% | 191 |
|
|
2019
Q3 | $265K | Sell |
3,278
-73
| -2% | -$5.89K | 0.04% | 161 |
|
|
2019
Q2 | $270K | Buy |
3,351
+604
| +22% | +$48.2K | 0.06% | 122 |
|
|
2019
Q1 | $219K | Buy |
2,747
+87
| +3% | +$6.87K | 0.05% | 118 |
|
|
2018
Q4 | $209K | Buy |
+2,660
| New | +$207K | 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% | -$852K | 0.1% | 65 |
|
|
2016
Q4 | $1.12M | Sell |
14,082
-535
| -4% | -$42.8K | 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% | -$32.2K | 0.32% | 24 |
|
|
2016
Q1 | $894K | Sell |
11,090
-23,628
| -68% | -$1.89M | 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 |
|
Other funds holding BSV
AF
Avidian Wealth Enterprises's BSV Position: Q1 2026 in Review
Avidian Wealth Enterprises increased its Vanguard Short-Term Bond ETF (BSV) stake by 35% in Q1 2026, buying an estimated $528K and bringing the position to 26,114 shares worth $2.05M. The position accounts for 0.06% of the portfolio, ranked #187.
Avidian Wealth Enterprises first reported a position in BSV in Q3 2015 and has held it in 33 quarters since. The position peaked at $11M in Q3 2022. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.
- Avidian Wealth Enterprises held 26,114 shares of Vanguard Short-Term Bond ETF worth $2.05M as of Q1 2026.
- Avidian Wealth Enterprises bought 6,710 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $528K.
- Vanguard Short-Term Bond ETF made up 0.06% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #187 holding.
- Avidian Wealth Enterprises first reported a position in Vanguard Short-Term Bond ETF in Q3 2015 and has held it in 33 quarters since.
- Avidian Wealth Enterprises's Vanguard Short-Term Bond ETF position peaked at $11M in Q3 2022.
- 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.
Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.