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

Evolution Wealth Advisors, LLC

  • $545 Million
  • Q3 2024

A detailed history of Evolution Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 9,628 shares of BSV stock, worth $744,436. This represents 0.14% of its overall portfolio holdings.

Number of Shares
9,628
Previous 8,833 9.0%
Holding current value
$744,436
Previous $677,000 11.82%
% of portfolio
0.14%
Previous 0.13%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$76.38 - $78.87 $60,722 - $62,701
795 Added 9.0%
9,628 $757,000
Q2 2024

Jul 18, 2024
BUY
$75.81 - $76.76 $14,328 - $14,507
189 Added 2.19%
8,833 $677,000
Q1 2024

Apr 19, 2024
BUY
$76.34 - $77.25 $70,767 - $71,610
927 Added 12.01%
8,644 $662,000
Q4 2023

Jan 31, 2024
BUY
$74.64 - $77.03 $30,229 - $31,197
405 Added 5.54%
7,717 $594,000
Q3 2023

Nov 06, 2023
SELL
$74.97 - $75.93 $2,024 - $2,050
-27 Reduced 0.37%
7,312 $549,000
Q2 2023

Jul 17, 2023
BUY
$75.52 - $76.97 $45,312 - $46,182
600 Added 8.9%
7,339 $554,000
Q1 2023

May 02, 2023
SELL
$74.67 - $76.76 $8,213 - $8,443
-110 Reduced 1.61%
6,739 $515,000
Q4 2022

Feb 07, 2023
BUY
$74.07 - $75.87 $3,703 - $3,793
50 Added 0.74%
6,849 $515,000
Q3 2022

Nov 01, 2022
SELL
$74.52 - $77.47 $21,238 - $22,078
-285 Reduced 4.02%
6,799 $509,000
Q2 2022

Aug 02, 2022
BUY
$75.68 - $77.74 $42,759 - $43,923
565 Added 8.67%
7,084 $544,000
Q1 2022

Apr 29, 2022
BUY
$77.66 - $80.73 $81,154 - $84,362
1,045 Added 19.09%
6,519 $508,000
Q3 2021

Nov 09, 2021
BUY
$81.9 - $82.4 $44,635 - $44,908
545 Added 11.06%
5,474 $449,000
Q2 2021

Jul 22, 2021
SELL
$82.08 - $82.43 $3.07 Million - $3.08 Million
-37,379 Reduced 88.35%
4,929 $405,000
Q1 2021

Apr 20, 2021
SELL
$82.08 - $82.89 $2.02 Million - $2.04 Million
-24,551 Reduced 36.72%
42,308 $3.48 Million
Q4 2020

Feb 02, 2021
BUY
$82.67 - $82.96 $236,436 - $237,265
2,860 Added 4.47%
66,859 $5.54 Million
Q3 2020

Oct 15, 2020
SELL
$82.96 - $83.3 $6.05 Million - $6.08 Million
-72,965 Reduced 53.27%
63,999 $5.32 Million
Q2 2020

Jul 27, 2020
BUY
$81.78 - $83.12 $4.77 Million - $4.85 Million
58,313 Added 74.14%
136,964 $11.4 Million
Q1 2020

Apr 22, 2020
SELL
$78.67 - $82.51 $15,340 - $16,089
-195 Reduced 0.25%
78,651 $6.46 Million
Q4 2019

Feb 03, 2020
BUY
$80.41 - $81.14 $53,392 - $53,876
664 Added 0.85%
78,846 $6.36 Million
Q3 2019

Nov 12, 2019
BUY
$80.39 - $80.84 $6.29 Million - $6.32 Million
78,182 New
78,182 $6.32 Million
Q2 2019

Jul 12, 2019
SELL
N/A
-72,217 Closed
0 $0
Q1 2019

May 09, 2019
SELL
N/A
-29,953 Reduced 29.32%
72,217 $5.75 Million
Q4 2018

Jan 29, 2019
BUY
N/A
102,170 New
102,170 $8.03 Million

Others Institutions Holding BSV

# of Institutions
1,239
Shares Held
376M
Call Options Held
0
Put Options Held
96.7K
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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