A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 159,895 shares of BSV stock, worth $12.4 Million. This represents 3.73% of its overall portfolio holdings.

Number of Shares
159,895
Previous 159,685 0.13%
Holding current value
$12.4 Million
Previous $12 Million 1.74%
% of portfolio
3.73%
Previous 4.17%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 10, 2023

BUY
$74.67 - $76.76 $15,680 - $16,119
210 Added 0.13%
159,895 $12.2 Million
Q4 2022

Feb 07, 2023

BUY
$74.07 - $75.87 $6.69 Million - $6.86 Million
90,381 Added 130.41%
159,685 $12 Million
Q3 2022

Nov 02, 2022

SELL
$74.52 - $77.47 $311,046 - $323,359
-4,174 Reduced 5.68%
69,304 $5.17 Million
Q2 2022

Jul 19, 2022

SELL
$75.68 - $77.74 $220,607 - $226,612
-2,915 Reduced 3.82%
73,478 $5.64 Million
Q1 2022

May 02, 2022

SELL
$77.66 - $80.73 $645,587 - $671,108
-8,313 Reduced 9.81%
76,393 $5.95 Million
Q4 2021

Feb 10, 2022

BUY
$80.78 - $81.98 $6.84 Million - $6.94 Million
84,706 New
84,706 $6.85 Million

Others Institutions Holding BSV

About VANGUARD BD INDEX FD INC SHORT


  • Ticker BSV
  • Sector ETFs
  • Industry ETFs
More about BSV
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