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 28,673 shares of BSV stock, worth $2.19 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares
28,673
Previous 24,352 17.74%
Holding current value
$2.19 Million
Previous $1.88 Million 17.23%
% of portfolio
1.24%
Previous 1.29%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$74.24 - $75.87 $33,259 - $33,989
448 Added 2.49%
18,444 $0
Q3 2022

Oct 14, 2022

BUY
N/A
531 Added 3.04%
17,996 $1.35 Million
Q2 2022

Jul 11, 2022

BUY
N/A
513 Added 3.03%
17,465 $1.34 Million
Q1 2022

Apr 18, 2022

BUY
N/A
1,274 Added 8.13%
16,952 $1.32 Million
Q4 2021

Apr 12, 2022

BUY
N/A
15,678 New
15,678 $1.27 Million

Others Institutions Holding BSV

About VANGUARD BD INDEX FD INC SHORT


  • Ticker BSV
  • Sector ETFs
  • Industry ETFs
More about BSV
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