Fidato Wealth LLC Vanguard Bd Index Fd Inc Short Transaction History

Fidato Wealth LLC

$136 Million
Q4 2024

A detailed history of Fidato Wealth LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Fidato Wealth LLC holds 117,174 shares of BSV stock, worth $9.1 Million. This represents 6.65% of its overall portfolio holdings.

Number of Shares

117,174

Previous 109,929 6.59%

Holding current value

$9.1 Million

Previous $8.65 Million 4.67%

% of portfolio

6.65%

Previous 6.95%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$77.02 - $78.58 $558,009 - $569,312	7,245 Added 6.59%	117,174 $9.05 Million
Q3 2024 Nov 05, 2024	BUY	$76.38 - $78.87 $278,787 - $287,875	3,650 Added 3.43%	109,929 $8.65 Million
Q2 2024 Aug 13, 2024	BUY	$75.81 - $76.76 $319,994 - $324,003	4,221 Added 4.14%	106,279 $8.15 Million
Q1 2024 Apr 18, 2024	BUY	$76.34 - $77.25 $227,798 - $230,514	2,984 Added 3.01%	102,058 $7.82 Million
Q4 2023 Jan 09, 2024	BUY	$74.64 - $77.03 $727,889 - $751,196	9,752 Added 10.92%	99,074 $7.63 Million
Q4 2022 Feb 09, 2023	BUY	$74.07 - $75.87 $46,812 - $47,949	632 Added 0.71%	89,322 $6.72 Million
Q3 2022 Oct 24, 2022	BUY	$74.52 - $77.47 $26,231 - $27,269	352 Added 0.4%	88,690 $6.64 Million
Q2 2022 Aug 02, 2022	SELL	$75.68 - $77.74 $103,605 - $106,426	-1,369 Reduced 1.53%	88,338 $6.78 Million
Q1 2022 May 10, 2022	BUY	$77.66 - $80.73 $375,020 - $389,845	4,829 Added 5.69%	89,707 $6.99 Million
Q4 2021 May 04, 2022	BUY	$80.78 - $81.98 $6.86 Million - $6.96 Million	84,878 New	84,878 $6.86 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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Fidato Wealth LLC Vanguard Bd Index Fd Inc Short Transaction History