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

Aprio Wealth Management, LLC

$577 Million
Q3 2024

A detailed history of Aprio Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 2,967 shares of BSV stock, worth $228,666. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,967

Previous 2,967 -0.0%

Holding current value

$228,666

Previous $227,000 2.64%

% of portfolio

0.04%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 10, 2024	SELL	$76.34 - $77.25 $286,275 - $289,687	-3,750 Reduced 55.83%	2,967 $227,000
Q4 2023 Jan 17, 2024	BUY	$74.64 - $77.03 $185,629 - $191,573	2,487 Added 58.79%	6,717 $517,000
Q3 2023 Oct 10, 2023	SELL	$74.97 - $75.93 $18,892 - $19,134	-252 Reduced 5.62%	4,230 $317,000
Q2 2023 Jul 13, 2023	SELL	$75.52 - $76.97 $192,727 - $196,427	-2,552 Reduced 36.28%	4,482 $338,000
Q1 2023 Apr 14, 2023	SELL	$74.67 - $76.76 $10.9 Million - $11.2 Million	-146,558 Reduced 95.42%	7,034 $538,000
Q4 2022 Jan 11, 2023	SELL	$74.07 - $75.87 $4.02 Million - $4.12 Million	-54,238 Reduced 26.1%	153,592 $0
Q3 2022 Oct 13, 2022	SELL	$74.52 - $77.47 $3.6 Million - $3.74 Million	-48,266 Reduced 18.85%	207,830 $15.6 Million
Q2 2022 Jul 26, 2022	BUY	$75.68 - $77.74 $439,776 - $451,747	5,811 Added 2.32%	256,096 $19.7 Million
Q1 2022 Apr 19, 2022	BUY	$77.66 - $80.73 $19.4 Million - $20.2 Million	250,285 New	250,285 $19.5 Million

Others Institutions Holding BSV

# of Institutions

1,243

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

News

Stay updated on Aprio Wealth Management, LLC with notifications on news.

Account

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