Ae Wealth Management LLC Vanguard Bd Index Fd Inc Short Transaction History

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 2025

A detailed history of Ae Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Ae Wealth Management LLC holds 65,989 shares of BSV stock, worth $5.18 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
65,989
Previous 62,566 5.47%
Holding current value
$5.18 Million
Previous $4.9 Million 6.04%
% of portfolio
0.04%
Previous 0.05%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$77.74 - $78.78 $266,104 - $269,663
3,423 Added 5.47%
65,989 $5.19 Million
Q1 2025

May 06, 2025
SELL
$76.94 - $78.28 $401,857 - $408,856
-5,223 Reduced 7.7%
62,566 $4.9 Million
Q4 2024

Feb 13, 2025
BUY
$77.02 - $78.58 $132,474 - $135,157
1,720 Added 2.6%
67,789 $5.24 Million
Q3 2024

Nov 14, 2024
SELL
$76.38 - $78.87 $4.18 Million - $4.32 Million
-54,752 Reduced 45.32%
66,069 $5.2 Million
Q2 2024

Aug 12, 2024
SELL
$75.81 - $76.76 $500,952 - $507,230
-6,608 Reduced 5.19%
120,821 $9.27 Million
Q1 2024

May 15, 2024
SELL
$76.34 - $77.25 $32.8 Million - $33.2 Million
-429,428 Reduced 77.12%
127,429 $9.77 Million
Q4 2023

Feb 14, 2024
BUY
$74.64 - $77.03 $7.51 Million - $7.75 Million
100,647 Added 22.06%
556,857 $42.9 Million
Q3 2023

Oct 11, 2023
SELL
$74.97 - $75.93 $892,143 - $903,567
-11,900 Reduced 2.54%
456,210 $34.3 Million
Q2 2023

Jul 10, 2023
BUY
$75.52 - $76.97 $1.95 Million - $1.99 Million
25,817 Added 5.84%
468,110 $35.4 Million
Q1 2023

Apr 14, 2023
BUY
$74.67 - $76.76 $1.72 Million - $1.76 Million
22,973 Added 5.48%
442,293 $33.8 Million
Q4 2022

Jan 31, 2023
SELL
$74.07 - $75.87 $7.31 Million - $7.49 Million
-98,755 Reduced 19.06%
419,320 $31.6 Million
Q3 2022

Oct 25, 2022
SELL
$74.52 - $77.47 $2.3 Million - $2.39 Million
-30,829 Reduced 5.62%
518,075 $38.8 Million
Q2 2022

Aug 03, 2022
SELL
$75.68 - $77.74 $2.73 Million - $2.81 Million
-36,130 Reduced 6.18%
548,904 $42.2 Million
Q1 2022

Apr 18, 2022
BUY
$77.66 - $80.73 $280,507 - $291,596
3,612 Added 0.62%
585,034 $45.6 Million
Q4 2021

Jan 20, 2022
BUY
$80.78 - $81.98 $13.3 Million - $13.5 Million
164,393 Added 39.42%
581,422 $47 Million
Q3 2021

Nov 01, 2021
SELL
$81.9 - $82.4 $49.9 Million - $50.2 Million
-608,871 Reduced 59.35%
417,029 $34.2 Million
Q2 2021

Jul 21, 2021
BUY
$82.08 - $82.43 $47.7 Million - $47.9 Million
581,193 Added 130.69%
1,025,900 $84.3 Million
Q1 2021

Apr 27, 2021
BUY
$82.08 - $82.89 $5.65 Million - $5.71 Million
68,893 Added 18.33%
444,707 $36.6 Million
Q4 2020

Feb 01, 2021
BUY
$82.67 - $82.96 $3.4 Million - $3.41 Million
41,130 Added 12.29%
375,814 $31.2 Million
Q3 2020

Nov 06, 2020
BUY
$82.96 - $83.3 $5.05 Million - $5.07 Million
60,885 Added 22.24%
334,684 $27.8 Million
Q2 2020

Aug 05, 2020
BUY
$81.78 - $83.12 $12.6 Million - $12.8 Million
153,592 Added 127.77%
273,799 $22.8 Million
Q1 2020

May 07, 2020
BUY
$78.67 - $82.51 $33,356 - $34,984
424 Added 0.35%
120,207 $9.88 Million
Q4 2019

Jan 15, 2020
BUY
$80.41 - $81.14 $1.81 Million - $1.82 Million
22,471 Added 23.09%
119,783 $9.66 Million
Q3 2019

Nov 05, 2019
BUY
$80.39 - $80.84 $4.69 Million - $4.71 Million
58,307 Added 149.49%
97,312 $7.86 Million
Q2 2019

Jul 22, 2019
BUY
N/A
8,676 Added 28.61%
39,005 $3.14 Million
Q1 2019

May 14, 2019
BUY
N/A
9,268 Added 44.01%
30,329 $2.41 Million
Q4 2018

Feb 15, 2019
SELL
N/A
-4,632 Reduced 18.03%
21,061 $1.66 Million
Q3 2018

Nov 14, 2018
BUY
N/A
2,511 Added 10.83%
25,693 $2.01 Million
Q2 2018

Aug 15, 2018
BUY
N/A
5,185 Added 28.81%
23,182 $1.81 Million
Q1 2018

May 14, 2018
SELL
N/A
-254 Reduced 1.39%
17,997 $1.41 Million
Q4 2017

Feb 06, 2018
BUY
N/A
9,125 Added 99.99%
18,251 $1.44 Million
Q3 2017

Nov 08, 2017
SELL
N/A
-1,325 Reduced 12.68%
9,126 $728,000
Q2 2017

Aug 14, 2017
BUY
N/A
10,451
10,451 $835,000

Others Institutions Holding BSV

# of Institutions
1,368
Shares Held
396M
Call Options Held
0
Put Options Held
0
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 Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management 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 Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email