Avidian Wealth Enterprises, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1471474
HOUSTON, TX
Position in BIV
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,145,196
-$10,231 QoQ
Shares Held
14,838
+0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,145,196 | 14,838 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,155,427 | 14,836 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,125,901 | 14,418 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,000,702 | 12,939 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $990,509 | 12,936 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $946,081 | 12,660 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,025,393 | 13,084 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $947,658 | 12,654 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $940,615 | 12,475 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $847,359 | 11,094 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $201,166 | 2,782 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $644,495 | 8,567 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $657,431 | 8,567 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $636,699 | 8,567 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $619,289 | 8,428 | Shares | Sole | 2022-11-03 | |
| 2022-03-31 | $638,738 | 7,799 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||