Burt Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.14M | Sell |
14,504
-250
| -2% | -$19.7K | 0.28% | 40 |
|
|
2025
Q2 | $1.16M | Sell |
14,754
-250
| -2% | -$19.5K | 0.27% | 39 |
|
|
2025
Q1 | $1.17M | Sell |
15,004
-129
| -0.9% | -$10K | 0.29% | 34 |
|
|
2024
Q4 | $1.17M | Sell |
15,133
-330
| -2% | -$25.6K | 0.3% | 36 |
|
|
2024
Q3 | $1.22M | Sell |
15,463
-1,792
| -10% | -$140K | 0.3% | 32 |
|
|
2024
Q2 | $1.32M | Buy |
17,255
+231
| +1% | +$17.6K | 0.35% | 32 |
|
|
2024
Q1 | $1.31M | Buy |
17,024
+15
| +0.1% | +$1.15K | 0.33% | 31 |
|
|
2023
Q4 | $1.31M | Sell |
17,009
-1,080
| -6% | -$81.8K | 0.37% | 30 |
|
|
2023
Q3 | $1.36M | Buy |
18,089
+5,150
| +40% | +$388K | 0.42% | 27 |
|
|
2023
Q2 | $978K | Sell |
12,939
-67
| -0.5% | -$5.11K | 0.29% | 32 |
|
|
2023
Q1 | $995K | Sell |
13,006
-3,682
| -22% | -$279K | 0.31% | 29 |
|
|
2022
Q4 | $1.26M | Buy |
16,688
+6,593
| +65% | +$495K | 0.42% | 25 |
|
|
2022
Q3 | $755K | Buy |
+10,095
| New | +$771K | 0.3% | 24 |
|
|
2021
Q1 | – | Sell |
-755
| Closed | -$63K | – | 128 |
|
|
2020
Q4 | $63K | Hold |
755
| – | – | 0.02% | 163 |
|
|
2020
Q3 | $63K | Hold |
755
| – | – | 0.02% | 156 |
|
|
2020
Q2 | $63K | Hold |
755
| – | – | 0.03% | 160 |
|
|
2020
Q1 | $62K | Hold |
755
| – | – | 0.03% | 149 |
|
|
2019
Q4 | $61K | Hold |
755
| – | – | 0.02% | 160 |
|
|
2019
Q3 | $61K | Hold |
755
| – | – | 0.03% | 157 |
|
|
2019
Q2 | $61K | Hold |
755
| – | – | 0.03% | 155 |
|
|
2019
Q1 | $60K | Buy |
755
+382
| +102% | +$30.1K | 0.03% | 162 |
|
|
2018
Q4 | $29K | Hold |
373
| – | – | 0.01% | 206 |
|
|
2018
Q3 | $29K | Hold |
373
| – | – | 0.01% | 223 |
|
|
2018
Q2 | $29K | Hold |
373
| – | – | 0.01% | 217 |
|
|
2018
Q1 | $29K | Hold |
373
| – | – | 0.01% | 230 |
|
|
2017
Q4 | $30K | Hold |
373
| – | – | 0.02% | 220 |
|
|
2017
Q3 | $30K | Hold |
373
| – | – | 0.02% | 212 |
|
|
2017
Q2 | $30K | Hold |
373
| – | – | 0.02% | 226 |
|
|
2017
Q1 | $30K | Hold |
373
| – | – | 0.02% | 201 |
|
|
2016
Q4 | $30K | Hold |
373
| – | – | 0.03% | 203 |
|
|
2016
Q3 | $30K | Hold |
373
| – | – | 0.03% | 187 |
|
|
2016
Q2 | $30K | Hold |
373
| – | – | 0.03% | 188 |
|
|
2016
Q1 | $30K | Buy |
373
+137
| +58% | +$11K | 0.03% | 205 |
|
|
2015
Q4 | $187K | Buy |
236
+218
| +1,211% | +$17.4K | 0.15% | 68 |
|
|
2015
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 354 |
|
|
2015
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 364 |
|
|
2015
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 333 |
|
|
2014
Q4 | $1K | Buy |
+18
| New | +$1.44K | ﹤0.01% | 327 |
|
Other funds holding BSV
AF
Burt Wealth Advisors's BSV Position: Q3 2025 in Review
Burt Wealth Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.7% in Q3 2025, selling an estimated $19.7K and leaving 14,504 shares worth $1.14M. The position accounts for 0.28% of the portfolio, ranked #40.
Burt Wealth Advisors first reported a position in BSV in Q4 2014 and has held it in 38 quarters since. The position peaked at $1.36M in Q3 2023. 1,212 funds tracked by Wall St. Rank hold BSV as of Q3 2025.
- Burt Wealth Advisors held 14,504 shares of Vanguard Short-Term Bond ETF worth $1.14M as of Q3 2025.
- Burt Wealth Advisors sold 250 Vanguard Short-Term Bond ETF shares in Q3 2025, an estimated $19.7K.
- Vanguard Short-Term Bond ETF made up 0.28% of Burt Wealth Advisors's portfolio in Q3 2025, its #40 holding.
- Burt Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2014 and has held it in 38 quarters since.
- Burt Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $1.36M in Q3 2023.
- 1,212 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2025.
Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.