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

Twin Peaks Wealth Advisors, LLC

  • $217 Billion
  • Q3 2024

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 5,980 shares of BSV stock, worth $462,732. This represents 0.22% of its overall portfolio holdings.

Number of Shares
5,980
Previous 13,503 55.71%
Holding current value
$462,732
Previous $1.04 Billion 54.56%
% of portfolio
0.22%
Previous 0.52%

Shares

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

Oct 25, 2024
SELL
$76.38 - $78.87 $574,606 - $593,339
-7,523 Reduced 55.71%
5,980 $471 Million
Q2 2024

Jul 31, 2024
BUY
$75.81 - $76.76 $248,126 - $251,235
3,273 Added 31.99%
13,503 $1.04 Billion
Q1 2024

Apr 23, 2024
SELL
$76.34 - $77.25 $117,181 - $118,578
-1,535 Reduced 13.05%
10,230 $784 Million
Q4 2023

Jan 17, 2024
BUY
$74.64 - $77.03 $878,139 - $906,257
11,765 New
11,765 $906 Million

Others Institutions Holding BSV

# of Institutions
1,242
Shares Held
376M
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
Track This Portfolio

Track Twin Peaks Wealth Advisors, LLC Portfolio

Follow Twin Peaks Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Twin Peaks Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Twin Peaks Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email