Ever Source Wealth Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History

Ever Source Wealth Advisors, LLC

$1.65 Billion
Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 279,260 shares of BSV stock, worth $21.6 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares

279,260

Previous 215,846 29.38%

Holding current value

$21.6 Million

Previous $17 Million 27.05%

% of portfolio

1.31%

Previous 1.15%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$77.02 - $78.58 $4.88 Million - $4.98 Million	63,414 Added 29.38%	279,260 $21.6 Million
Q3 2024 Nov 08, 2024	BUY	$76.38 - $78.87 $245,485 - $253,488	3,214 Added 1.51%	215,846 $17 Million
Q2 2024 Aug 13, 2024	BUY	$75.81 - $76.76 $1.66 Million - $1.68 Million	21,907 Added 11.49%	212,632 $16.3 Million
Q1 2024 Jun 11, 2024	BUY	$76.34 - $77.25 $3.02 Million - $3.06 Million	39,607 Added 26.21%	190,725 $14.6 Million
Q4 2023 Feb 09, 2024	BUY	$74.64 - $77.03 $1.27 Million - $1.31 Million	17,030 Added 12.7%	151,118 $11.6 Million
Q3 2023 Nov 03, 2023	BUY	$74.97 - $75.93 $1.36 Million - $1.38 Million	18,175 Added 15.68%	134,088 $10.1 Million
Q2 2023 Aug 04, 2023	BUY	$75.52 - $76.97 $888,115 - $905,167	11,760 Added 11.29%	115,913 $8.76 Million
Q1 2023 May 11, 2023	BUY	$74.67 - $76.76 $1.01 Million - $1.04 Million	13,484 Added 14.87%	104,153 $7.97 Million
Q4 2022 Feb 09, 2023	BUY	$74.07 - $75.87 $2.74 Million - $2.8 Million	36,970 Added 68.85%	90,669 $6.83 Million
Q3 2022 Nov 07, 2022	BUY	$74.52 - $77.47 $2.02 Million - $2.1 Million	27,059 Added 101.57%	53,699 $4.02 Million
Q2 2022 Aug 01, 2022	BUY	$75.68 - $77.74 $437,960 - $449,881	5,787 Added 27.75%	26,640 $2.05 Million
Q1 2022 May 25, 2022	BUY	$77.66 - $80.73 $92,027 - $95,665	1,185 Added 6.03%	20,853 $1.63 Million
Q4 2021 Feb 07, 2022	BUY	$80.78 - $81.98 $1.59 Million - $1.61 Million	19,668 New	19,668 $1.59 Million

Others Institutions Holding BSV

# of Institutions

1,341

Shares Held

386M

Call Options Held

Put Options Held

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About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

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Ever Source Wealth Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History