Icon Wealth Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History

Icon Wealth Advisors, LLC

  • $3.4 Billion
  • Q3 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 878 shares of BSV stock, worth $67,895. This represents 0.0% of its overall portfolio holdings.

Number of Shares
878
Previous 3,930 77.66%
Holding current value
$67,895
Previous $301,000 77.08%
% of portfolio
0.0%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$76.38 - $78.87 $231,813 - $239,370
3,035 Added 345.67%
3,913 $307,000
Q3 2024

Nov 12, 2024
SELL
$76.38 - $78.87 $233,111 - $240,711
-3,052 Reduced 77.66%
878 $69,000
Q2 2024

Aug 14, 2024
BUY
$75.81 - $76.76 $909 - $921
12 Added 0.31%
3,930 $301,000
Q1 2024

May 15, 2024
BUY
$76.34 - $77.25 $229 - $231
3 Added 0.08%
3,918 $300,000
Q3 2022

Jan 25, 2023
BUY
$74.52 - $77.47 $291,745 - $303,295
3,915 New
3,915 $293,000

Others Institutions Holding BSV

# of Institutions
1,237
Shares Held
375M
Call Options Held
0
Put Options Held
96.7K
View Full List

About VANGUARD BD INDEX FD INC SHORT

BSV Quotes by TradingView
  • Ticker BSV
  • Sector ETFs
  • Industry ETFs
More about BSV
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