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

Beaird Harris Wealth Management, LLC

$1.08 Billion
Q4 2024

A detailed history of Beaird Harris Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 58,521 shares of BSV stock, worth $4.56 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

58,521

Previous 51,683 13.23%

Holding current value

$4.56 Million

Previous $4.07 Million 11.19%

% of portfolio

0.42%

Previous 0.38%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$77.02 - $78.58 $526,662 - $537,330	6,838 Added 13.23%	58,521 $4.52 Million
Q3 2024 Dec 02, 2024	BUY	$76.38 - $78.87 $102,272 - $105,606	1,339 Added 2.66%	51,683 $4.07 Million
Q2 2024 Aug 15, 2024	SELL	$75.81 - $76.76 $939,361 - $951,133	-12,391 Reduced 19.75%	50,344 $3.86 Million
Q1 2024 May 15, 2024	BUY	$76.34 - $77.25 $975,014 - $986,637	12,772 Added 25.56%	62,735 $4.81 Million
Q4 2023 Feb 27, 2024	BUY	$74.64 - $77.03 $731,173 - $754,585	9,796 Added 24.39%	49,963 $3.85 Million
Q3 2023 Nov 15, 2023	SELL	$74.97 - $75.93 $7,946 - $8,048	-106 Reduced 0.26%	40,167 $3.02 Million
Q2 2023 Jul 26, 2023	SELL	$75.52 - $76.97 $120,756 - $123,075	-1,599 Reduced 3.82%	40,273 $3.04 Million
Q1 2023 Apr 24, 2023	BUY	$74.67 - $76.76 $308,013 - $316,635	4,125 Added 10.93%	41,872 $3.2 Million
Q4 2022 Feb 14, 2023	BUY	$74.07 - $75.87 $362,646 - $371,459	4,896 Added 14.9%	37,747 $2.84 Million
Q3 2022 Nov 02, 2022	SELL	$74.52 - $77.47 $757,272 - $787,250	-10,162 Reduced 23.63%	32,851 $2.46 Million
Q2 2022 Aug 12, 2022	BUY	$75.68 - $77.74 $624,662 - $641,665	8,254 Added 23.75%	43,013 $3.3 Million
Q1 2022 May 27, 2022	SELL	$77.66 - $80.73 $250,298 - $260,192	-3,223 Reduced 8.49%	34,759 $2.71 Million
Q4 2021 May 17, 2022	BUY	$80.78 - $81.98 $3.07 Million - $3.11 Million	37,982 New	37,982 $3.07 Million

Others Institutions Holding BSV

# of Institutions

1,344

Shares Held

386M

Call Options Held

Put Options Held

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About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

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