Endurance Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Endurance Wealth Management’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$1K	Hold	10	–	–	﹤0.01%	619
2023 Q1	$1K	Hold	10	–	–	﹤0.01%	618
2022 Q4	$1K	Hold	10	–	–	﹤0.01%	603
2022 Q3	$1K	Sell	10 -245	-96%	-$18.7K	﹤0.01%	583
2022 Q2	$20K	Hold	255	–	–	﹤0.01%	414
2022 Q1	$20K	Sell	255 -51,285	-100%	-$4.07M	﹤0.01%	440
2021 Q4	$4.17M	Buy	51,540 +245	+0.5%	+$19.9K	0.45%	58
2021 Q3	$4.2M	Hold	51,295	–	–	0.47%	60
2021 Q2	$4.21M	Buy	51,295 +12,200	+31%	+$1M	0.47%	60
2021 Q1	$3.21M	Hold	39,095	–	–	0.38%	66
2020 Q4	$3.24M	Hold	39,095	–	–	0.41%	63
2020 Q3	$3.25M	Buy	39,095 +39,085	+390,850%	+$3.25M	0.48%	55
2020 Q2	$1K	Hold	10	–	–	﹤0.01%	576
2020 Q1	$1K	Hold	10	–	–	﹤0.01%	534
2019 Q4	$1K	Hold	10	–	–	﹤0.01%	501
2019 Q3	$1K	Hold	10	–	–	﹤0.01%	504
2019 Q2	$1K	Hold	10	–	–	﹤0.01%	457
2019 Q1	$1K	Hold	10	–	–	﹤0.01%	460
2018 Q4	$1K	Sell	10 -309	-97%	-$24.1K	﹤0.01%	457
2018 Q3	$25K	Hold	319	–	–	﹤0.01%	325
2018 Q2	$25K	Hold	319	–	–	﹤0.01%	327
2018 Q1	$25K	Hold	319	–	–	﹤0.01%	339
2017 Q4	$25K	Sell	319 -78	-20%	-$6.2K	﹤0.01%	329
2017 Q3	$32K	Sell	397 -25	-6%	-$2K	0.01%	302
2017 Q2	$34K	Hold	422	–	–	0.01%	305
2017 Q1	$34K	Hold	422	–	–	0.01%	305
2016 Q4	$34K	Sell	422 -539	-56%	-$43.1K	0.01%	296
2016 Q3	$77K	Hold	961	–	–	0.01%	237
2016 Q2	$78K	Hold	961	–	–	0.01%	230
2016 Q1	$77	Hold	961	–	–	0.01%	230
2015 Q4	$76K	Buy	961 +113	+13%	+$9.04K	0.01%	235
2015 Q3	$68K	Hold	848	–	–	0.01%	244
2015 Q2	$68K	Buy	+848	New	+$68.1K	0.01%	241

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Endurance Wealth Management's BSV Position: Q2 2023 in Review

Endurance Wealth Management held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2023 at 10 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

Endurance Wealth Management first reported a position in BSV in Q2 2015 and has held it in 33 quarters since. The position peaked at $4.21M in Q2 2021. 1,141 funds tracked by Wall St. Rank hold BSV as of Q2 2023.

Endurance Wealth Management held 10 shares of Vanguard Short-Term Bond ETF worth $1K as of Q2 2023.
Endurance Wealth Management left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2023.
Vanguard Short-Term Bond ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #619 holding.
Endurance Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2015 and has held it in 33 quarters since.
Endurance Wealth Management's Vanguard Short-Term Bond ETF position peaked at $4.21M in Q2 2021.
1,141 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.