A detailed history of Elevate Wealth Advisory, Inc transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 136,368 shares of BSV stock, worth $10.5 Million. This represents 8.49% of its overall portfolio holdings.

Number of Shares
136,368
Previous 125,012 9.08%
Holding current value
$10.5 Million
Previous $9.58 Billion 9.13%
% of portfolio
8.49%
Previous 8.34%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$75.81 - $76.76 $860,898 - $871,686
11,356 Added 9.08%
136,368 $10.5 Billion
Q1 2024

May 02, 2024

SELL
$76.34 - $77.25 $186,727 - $188,953
-2,446 Reduced 1.92%
125,012 $9.58 Billion
Q4 2023

Feb 14, 2024

BUY
$74.64 - $77.03 $9.51 Million - $9.82 Million
127,458 New
127,458 $9.82 Billion

Others Institutions Holding BSV

About VANGUARD BD INDEX FD INC SHORT


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