Delap Wealth Advisory, LLC Vanguard Bd Index Fd Inc Short Transaction History

Delap Wealth Advisory, LLC

$158 Billion
Q3 2024

A detailed history of Delap Wealth Advisory, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 51,923 shares of BSV stock, worth $4.02 Million. This represents 2.58% of its overall portfolio holdings.

Number of Shares

51,923

Previous 51,465 0.89%

Holding current value

$4.02 Million

Previous $3.95 Billion 3.51%

% of portfolio

2.58%

Previous 1.82%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$76.38 - $78.87 $34,982 - $36,122	458 Added 0.89%	51,923 $4.09 Billion
Q2 2024 Aug 13, 2024	SELL	$75.81 - $76.76 $563,798 - $570,864	-7,437 Reduced 12.63%	51,465 $3.95 Billion
Q1 2024 May 14, 2024	SELL	$76.34 - $77.25 $4.53 Million - $4.59 Million	-59,358 Reduced 50.19%	58,902 $4.52 Billion
Q4 2023 Feb 14, 2024	BUY	$74.64 - $77.03 $4.09 Million - $4.22 Million	54,738 Added 86.17%	118,260 $9.11 Billion
Q3 2023 Nov 13, 2023	SELL	$74.97 - $75.93 $254,898 - $258,162	-3,400 Reduced 5.08%	63,522 $4.77 Billion
Q2 2023 Aug 08, 2023	SELL	$75.52 - $76.97 $358,720 - $365,607	-4,750 Reduced 6.63%	66,922 $5.06 Billion
Q1 2023 May 15, 2023	SELL	$74.67 - $76.76 $69,965 - $71,924	-937 Reduced 1.29%	71,672 $5.48 Billion
Q4 2022 Feb 13, 2023	BUY	$74.07 - $75.87 $5.38 Million - $5.51 Million	72,609 New	72,609 $5.47 Billion

Others Institutions Holding BSV

# of Institutions

1,242

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

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Delap Wealth Advisory, LLC Vanguard Bd Index Fd Inc Short Transaction History