Gradient Capital Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History

Gradient Capital Advisors, LLC

$304 Million
Q4 2024

A detailed history of Gradient Capital Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 10,870 shares of BSV stock, worth $842,751. This represents 0.28% of its overall portfolio holdings.

Number of Shares

10,870

Previous 12,446 12.66%

Holding current value

$842,751

Previous $979,000 14.3%

% of portfolio

0.28%

Previous 0.33%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$77.02 - $78.58 $121,383 - $123,842	-1,576 Reduced 12.66%	10,870 $839,000
Q3 2024 Oct 16, 2024	SELL	$76.38 - $78.87 $57,896 - $59,783	-758 Reduced 5.74%	12,446 $979,000
Q2 2024 Jul 19, 2024	SELL	$75.81 - $76.76 $4,851 - $4,912	-64 Reduced 0.48%	13,204 $1.01 Million
Q1 2024 Apr 17, 2024	SELL	$76.34 - $77.25 $21,527 - $21,784	-282 Reduced 2.08%	13,268 $1.02 Million
Q4 2023 Jan 31, 2024	SELL	$74.64 - $77.03 $35,528 - $36,666	-476 Reduced 3.39%	13,550 $1.04 Million
Q3 2023 Oct 24, 2023	BUY	$74.97 - $75.93 $62,524 - $63,325	834 Added 6.32%	14,026 $1.05 Million
Q2 2023 Jul 18, 2023	SELL	$75.52 - $76.97 $27,866 - $28,401	-369 Reduced 2.72%	13,192 $996,000
Q1 2023 Apr 17, 2023	SELL	$74.67 - $76.76 $193,843 - $199,268	-2,596 Reduced 16.07%	13,561 $1.04 Million
Q4 2022 Feb 03, 2023	SELL	$74.07 - $75.87 $487,380 - $499,224	-6,580 Reduced 28.94%	16,157 $1.22 Million
Q3 2022 Nov 04, 2022	BUY	$74.52 - $77.47 $242,339 - $251,932	3,252 Added 16.69%	22,737 $1.7 Million
Q2 2022 Jul 18, 2022	SELL	$75.68 - $77.74 $97,248 - $99,895	-1,285 Reduced 6.19%	19,485 $1.5 Million
Q1 2022 Apr 29, 2022	SELL	$77.66 - $80.73 $45,974 - $47,792	-592 Reduced 2.77%	20,770 $1.62 Million
Q4 2021 Jan 31, 2022	BUY	$80.78 - $81.98 $125,774 - $127,642	1,557 Added 7.86%	21,362 $1.73 Million
Q3 2021 Nov 02, 2021	SELL	$81.9 - $82.4 $53,316 - $53,642	-651 Reduced 3.18%	19,805 $1.62 Million
Q2 2021 Aug 02, 2021	BUY	$82.08 - $82.43 $22,325 - $22,420	272 Added 1.35%	20,456 $1.68 Million
Q1 2021 Apr 21, 2021	BUY	$82.08 - $82.89 $261,178 - $263,755	3,182 Added 18.72%	20,184 $1.66 Million
Q4 2020 Jan 20, 2021	SELL	$82.67 - $82.96 $30,670 - $30,778	-371 Reduced 2.14%	17,002 $1.41 Million
Q3 2020 Oct 21, 2020	BUY	$82.96 - $83.3 $146,424 - $147,024	1,765 Added 11.31%	17,373 $1.44 Million
Q2 2020 Jul 28, 2020	BUY	$81.78 - $83.12 $214,181 - $217,691	2,619 Added 20.16%	15,608 $1.3 Million
Q1 2020 Apr 22, 2020	SELL	$78.67 - $82.51 $170,163 - $178,469	-2,163 Reduced 14.28%	12,989 $1.07 Million
Q4 2019 Jan 16, 2020	SELL	$80.41 - $81.14 $86,681 - $87,468	-1,078 Reduced 6.64%	15,152 $1.22 Million
Q3 2019 Oct 22, 2019	SELL	$80.39 - $80.84 $46,385 - $46,644	-577 Reduced 3.43%	16,230 $1.31 Million
Q2 2019 Jul 16, 2019	SELL	N/A	-485 Reduced 2.8%	16,807 $1.35 Million
Q1 2019 Apr 16, 2019	SELL	N/A	-1,049 Reduced 5.72%	17,292 $1.38 Million
Q4 2018 Jan 30, 2019	SELL	N/A	-5,834 Reduced 24.13%	18,341 $1.44 Million
Q3 2018 Nov 06, 2018	SELL	N/A	-2,969 Reduced 10.94%	24,175 $1.89 Million
Q2 2018 Jul 26, 2018	SELL	N/A	-4,890 Reduced 15.27%	27,144 $2.12 Million
Q1 2018 Apr 20, 2018	SELL	N/A	-1,695 Reduced 5.03%	32,034 $2.51 Million
Q4 2017 Feb 12, 2018	BUY	N/A	33,729	33,729 $2.67 Million

Others Institutions Holding BSV

# of Institutions

1,272

Shares Held

375M

Call Options Held

Put Options Held

96.7K

View Full List

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
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Gradient Capital Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History