Burt Wealth Advisors Vanguard Bd Index Fd Inc Short Transaction History

Burt Wealth Advisors

  • $395 Million
  • Q4 2024

A detailed history of Burt Wealth Advisors transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Burt Wealth Advisors holds 15,133 shares of BSV stock, worth $1.18 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
15,133
Previous 15,463 2.13%
Holding current value
$1.18 Million
Previous $1.22 Million 3.87%
% of portfolio
0.3%
Previous 0.3%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$77.02 - $78.58 $25,416 - $25,931
-330 Reduced 2.13%
15,133 $1.17 Million
Q3 2024

Oct 31, 2024
SELL
$76.38 - $78.87 $136,872 - $141,335
-1,792 Reduced 10.39%
15,463 $1.22 Million
Q2 2024

Jul 16, 2024
BUY
$75.81 - $76.76 $17,512 - $17,731
231 Added 1.36%
17,255 $1.32 Million
Q1 2024

Apr 18, 2024
BUY
$76.34 - $77.25 $1,145 - $1,158
15 Added 0.09%
17,024 $1.31 Million
Q4 2023

Feb 01, 2024
SELL
$74.64 - $77.03 $80,611 - $83,192
-1,080 Reduced 5.97%
17,009 $1.31 Million
Q3 2023

Oct 11, 2023
BUY
$74.97 - $75.93 $386,095 - $391,039
5,150 Added 39.8%
18,089 $1.36 Million
Q2 2023

Jul 18, 2023
SELL
$75.52 - $76.97 $5,059 - $5,156
-67 Reduced 0.52%
12,939 $977,000
Q1 2023

Apr 13, 2023
SELL
$74.67 - $76.76 $274,934 - $282,630
-3,682 Reduced 22.06%
13,006 $994,000
Q4 2022

Jan 17, 2023
BUY
$74.07 - $75.87 $488,343 - $500,210
6,593 Added 65.31%
16,688 $1.26 Million
Q3 2022

Oct 11, 2022
BUY
$74.52 - $77.47 $752,279 - $782,059
10,095 New
10,095 $755,000
Q1 2021

Apr 15, 2021
SELL
$82.08 - $82.89 $61,970 - $62,581
-755 Closed
0 $0
Q1 2019

Apr 24, 2019
BUY
N/A
382 Added 102.41%
755 $60,000
Q2 2017

Aug 07, 2017
BUY
N/A
373
373 $30,000

Others Institutions Holding BSV

# of Institutions
1,348
Shares Held
386M
Call Options Held
0
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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