Andrews, Lucia Wealth Management LLC Vanguard Bd Index Fd Inc Short Transaction History

Andrews, Lucia Wealth Management LLC

  • $140 Million
  • Q1 2024

A detailed history of Andrews, Lucia Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 14,772 shares of BSV stock, worth $1.13 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
14,772
Previous 15,403 4.1%
Holding current value
$1.13 Million
Previous $1.19 Million 4.55%
% of portfolio
0.81%
Previous 0.92%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$76.34 - $77.25 $48,170 - $48,744
-631 Reduced 4.1%
14,772 $1.13 Million
Q4 2023

Feb 09, 2024
SELL
$74.64 - $77.03 $15,226 - $15,714
-204 Reduced 1.31%
15,403 $1.19 Million
Q3 2023

Nov 02, 2023
SELL
$74.97 - $75.93 $39,284 - $39,787
-524 Reduced 3.25%
15,607 $1.17 Million
Q2 2023

Aug 04, 2023
SELL
$75.52 - $76.97 $166,748 - $169,949
-2,208 Reduced 12.04%
16,131 $1.22 Million
Q1 2023

May 03, 2023
SELL
$74.67 - $76.76 $27,627 - $28,401
-370 Reduced 1.98%
18,339 $1.4 Million
Q4 2022

Feb 13, 2023
SELL
$74.24 - $75.87 $83,148 - $84,974
-1,120 Reduced 5.65%
18,709 $1.41 Million
Q3 2022

Nov 01, 2022
SELL
N/A
-3,564 Reduced 15.24%
19,829 $1.48 Million
Q2 2022

Jul 28, 2022
BUY
N/A
1,315 Added 5.96%
23,393 $1.82 Million
Q4 2021

Feb 04, 2022
BUY
N/A
22,078 New
22,078 $1.79 Million

Others Institutions Holding BSV

# of Institutions
1,229
Shares Held
353M
Call Options Held
8.1K
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
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