Physician Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Physician Wealth Advisors’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
2025 Q3	–	Sell	-179	Closed	-$14.1K	–	1924
2025 Q2	$14.1K	Hold	179	–	–	﹤0.01%	585
2025 Q1	$14K	Buy	+179	New	+$13.9K	﹤0.01%	553
2020 Q1	–	Sell	-3,655	Closed	-$295K	–	111
2019 Q4	$295K	Buy	3,655 +270	+8%	+$21.8K	0.13%	90
2019 Q3	$273K	Buy	+3,385	New	+$273K	0.13%	90

Other funds holding BSV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Physician Wealth Advisors's BSV Position: Q3 2025 in Review

Physician Wealth Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2025, closing a stake of 179 shares — an estimated $14.1K sold.

Physician Wealth Advisors first reported a position in BSV in Q3 2019 and held it in 4 quarters. The position peaked at $295K in Q4 2019. 1,212 funds tracked by Wall St. Rank hold BSV as of Q3 2025.

Physician Wealth Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
Physician Wealth Advisors sold 179 Vanguard Short-Term Bond ETF shares in Q3 2025, an estimated $14.1K.
Physician Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2019 and held it in 4 quarters.
Physician Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $295K in Q4 2019.
1,212 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2025.

Based on Physician Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.