Aries Wealth Management Vanguard Bd Index Fd Inc Short Transaction History

Aries Wealth Management

$357 Million
Q4 2024

A detailed history of Aries Wealth Management transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Aries Wealth Management holds 18,006 shares of BSV stock, worth $1.4 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

18,006

Previous 17,946 0.33%

Holding current value

$1.4 Million

Previous $1.41 Million 1.49%

% of portfolio

0.39%

Previous 0.39%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$77.02 - $78.58 $4,621 - $4,714	60 Added 0.33%	18,006 $1.39 Million
Q3 2024 Oct 31, 2024	BUY	$76.38 - $78.87 $9,929 - $10,253	130 Added 0.73%	17,946 $1.41 Million
Q2 2024 Jul 25, 2024	SELL	$75.81 - $76.76 $19,331 - $19,573	-255 Reduced 1.41%	17,816 $1.37 Million
Q1 2024 May 02, 2024	BUY	$76.34 - $77.25 $105,043 - $106,296	1,376 Added 8.24%	18,071 $1.39 Million
Q4 2023 Jan 10, 2024	SELL	$74.64 - $77.03 $13,435 - $13,865	-180 Reduced 1.07%	16,695 $1.29 Million
Q3 2023 Oct 19, 2023	SELL	$74.97 - $75.93 $150,539 - $152,467	-2,008 Reduced 10.63%	16,875 $1.27 Million
Q2 2023 Jul 13, 2023	SELL	$75.52 - $76.97 $162,519 - $165,639	-2,152 Reduced 10.23%	18,883 $1.43 Million
Q1 2023 Apr 11, 2023	BUY	$74.67 - $76.76 $149 - $153	2 Added 0.01%	21,035 $1.61 Million
Q4 2022 Jan 18, 2023	SELL	$74.07 - $75.87 $166,139 - $170,176	-2,243 Reduced 9.64%	21,033 $0
Q3 2022 Nov 02, 2022	BUY	$74.52 - $77.47 $182,574 - $189,801	2,450 Added 11.76%	23,276 $1.74 Million
Q2 2022 Jul 27, 2022	BUY	$75.68 - $77.74 $1.58 Million - $1.62 Million	20,826 New	20,826 $1.6 Million
Q1 2022 Apr 25, 2022	SELL	$77.66 - $80.73 $2.7 Million - $2.81 Million	-34,798 Closed	0 $0
Q4 2021 Jun 06, 2022	SELL	$80.78 - $81.98 $16.9 Million - $17.1 Million	-208,788 Reduced 85.71%	34,798 $2.81 Million
Q4 2021 Jan 18, 2022	BUY	$80.78 - $81.98 $17.6 Million - $17.9 Million	217,803 Added 844.75%	243,586 $19.7 Million
Q3 2021 Oct 13, 2021	BUY	$81.9 - $82.4 $54,217 - $54,548	662 Added 2.64%	25,783 $2.11 Million
Q2 2021 Jul 14, 2021	BUY	$82.08 - $82.43 $11,573 - $11,622	141 Added 0.56%	25,121 $2.06 Million
Q1 2021 Apr 20, 2021	SELL	$82.08 - $82.89 $62,052 - $62,664	-756 Reduced 2.94%	24,980 $2.05 Million
Q3 2020 Oct 14, 2020	BUY	$82.96 - $83.3 $124,439 - $124,950	1,500 Added 6.19%	25,736 $2.14 Million
Q2 2020 Jul 09, 2020	BUY	$81.78 - $83.12 $134,937 - $137,148	1,650 Added 7.31%	24,236 $2.01 Million
Q1 2020 Apr 09, 2020	BUY	$78.67 - $82.51 $811,245 - $850,843	10,312 Added 84.01%	22,586 $1.85 Million
Q4 2019 Jan 13, 2020	BUY	$80.41 - $81.14 $231,178 - $233,277	2,875 Added 30.59%	12,274 $991,000
Q3 2019 Oct 22, 2019	SELL	$80.39 - $80.84 $29,342 - $29,506	-365 Reduced 3.74%	9,399 $759,000
Q1 2019 Apr 09, 2019	SELL	N/A	-300 Reduced 2.98%	9,764 $777,000
Q2 2018 Aug 07, 2018	SELL	N/A	-14,115 Reduced 58.38%	10,064 $786,000
Q4 2017 Feb 05, 2018	BUY	N/A	24,179	24,179 $1.91 Million

Others Institutions Holding BSV

# of Institutions

1,272

Shares Held

375M

Call Options Held

Put Options Held

96.7K

View Full List

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

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Aries Wealth Management Vanguard Bd Index Fd Inc Short Transaction History