Aletheian Wealth Advisors LLC Vanguard Bd Index Fd Inc Short Transaction History

Aletheian Wealth Advisors LLC

$163 Million
Q3 2024

A detailed history of Aletheian Wealth Advisors LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 31,675 shares of BSV stock, worth $2.45 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares

31,675

Previous 29,594 7.03%

Holding current value

$2.45 Million

Previous $2.27 Million 9.83%

% of portfolio

1.52%

Previous 1.24%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$76.38 - $78.87 $158,946 - $164,128	2,081 Added 7.03%	31,675 $2.49 Million
Q2 2024 Jul 26, 2024	BUY	$75.81 - $76.76 $69,821 - $70,695	921 Added 3.21%	29,594 $2.27 Million
Q1 2024 Apr 15, 2024	BUY	$76.34 - $77.25 $329,865 - $333,797	4,321 Added 17.74%	28,673 $2.2 Million
Q4 2023 Jan 05, 2024	BUY	$74.64 - $77.03 $138,158 - $142,582	1,851 Added 8.23%	24,352 $1.88 Million
Q3 2023 Oct 04, 2023	SELL	$74.97 - $75.93 $56,227 - $56,947	-750 Reduced 3.23%	22,501 $1.69 Million
Q2 2023 Jul 13, 2023	BUY	$75.52 - $76.97 $313,030 - $319,040	4,145 Added 21.69%	23,251 $1.76 Million
Q1 2023 May 11, 2023	BUY	$74.67 - $76.76 $49,431 - $50,815	662 Added 3.59%	19,106 $1.46 Million
Q4 2022 Jan 17, 2023	BUY	$74.07 - $75.87 $33,183 - $33,989	448 Added 2.49%	18,444 $0
Q3 2022 Oct 14, 2022	BUY	$74.52 - $77.47 $39,570 - $41,136	531 Added 3.04%	17,996 $1.35 Million
Q2 2022 Jul 11, 2022	BUY	$75.68 - $77.74 $38,823 - $39,880	513 Added 3.03%	17,465 $1.34 Million
Q1 2022 Apr 18, 2022	BUY	$77.66 - $80.73 $98,938 - $102,850	1,274 Added 8.13%	16,952 $1.32 Million
Q4 2021 Apr 12, 2022	BUY	$80.78 - $81.98 $1.27 Million - $1.29 Million	15,678 New	15,678 $1.27 Million

Others Institutions Holding BSV

# of Institutions

1,242

Shares Held

376M

Call Options Held

Put Options Held

96.7K

View Full List

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

More about BSV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Aletheian Wealth Advisors LLC with notifications on news.

Account

Aletheian Wealth Advisors LLC Vanguard Bd Index Fd Inc Short Transaction History