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

Delap Wealth Advisory, LLC

  • $167 Billion
  • Q4 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 51,270 shares of BSV stock, worth $3.97 Million. This represents 2.37% of its overall portfolio holdings.

Number of Shares
51,270
Previous 51,923 1.26%
Holding current value
$3.97 Million
Previous $4.09 Billion 3.04%
% of portfolio
2.37%
Previous 2.58%

Shares

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

Feb 04, 2025
SELL
$77.02 - $78.58 $50,294 - $51,312
-653 Reduced 1.26%
51,270 $3.96 Billion
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
1,341
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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