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

Aegis Wealth Management LLC

  • $170 Billion
  • Q1 2025

A detailed history of Aegis Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Aegis Wealth Management LLC holds 10,181 shares of BSV stock, worth $795,034. This represents 0.47% of its overall portfolio holdings.

Number of Shares
10,181
Previous 8,743 16.45%
Holding current value
$795,034
Previous $676 Million 17.97%
% of portfolio
0.47%
Previous 0.46%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$76.94 - $78.28 $110,639 - $112,566
1,438 Added 16.45%
10,181 $797 Million
Q4 2024

Mar 07, 2025
BUY
$77.02 - $78.58 $673,385 - $687,024
8,743 New
8,743 $676 Million

Others Institutions Holding BSV

# of Institutions
1,355
Shares Held
394M
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 Aegis Wealth Management LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email