A detailed history of Epic Trust Investment Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Epic Trust Investment Advisors, LLC holds 3,169 shares of BSV stock, worth $245,217. This represents 0.29% of its overall portfolio holdings.

Number of Shares
3,169
Previous 3,225 1.74%
Holding current value
$245,217
Previous $247,000 1.62%
% of portfolio
0.29%
Previous 0.32%

Shares

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

Jul 17, 2024

SELL
$75.81 - $76.76 $4,245 - $4,298
-56 Reduced 1.74%
3,169 $243,000
Q4 2023

Feb 05, 2024

BUY
$74.64 - $77.03 $4,179 - $4,313
56 Added 1.77%
3,225 $248,000
Q2 2023

Jul 24, 2023

SELL
$75.52 - $76.97 $95,532 - $97,367
-1,265 Reduced 28.53%
3,169 $239,000
Q3 2022

Nov 07, 2022

SELL
$74.52 - $77.47 $35,695 - $37,108
-479 Reduced 9.75%
4,434 $332,000
Q1 2022

Apr 20, 2022

SELL
$77.66 - $80.73 $77 - $80
-1 Reduced 0.02%
4,913 $383,000
Q4 2021

Jan 14, 2022

BUY
$80.78 - $81.98 $396,952 - $402,849
4,914 New
4,914 $397,000

Others Institutions Holding BSV

About VANGUARD BD INDEX FD INC SHORT


  • Ticker BSV
  • Sector ETFs
  • Industry ETFs
More about BSV
Track This Portfolio

Track Epic Trust Investment Advisors, LLC Portfolio

Follow Epic Trust Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Epic Trust Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Epic Trust Investment Advisors, LLC with notifications on news.