Hcr Wealth Advisors Vanguard Bd Index Fd Inc Short Transaction History

Hcr Wealth Advisors

$658 Million
Q1 2024

A detailed history of Hcr Wealth Advisors transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Hcr Wealth Advisors holds 8,188 shares of BSV stock, worth $626,218. This represents 0.1% of its overall portfolio holdings.

Number of Shares

8,188

Previous 9,248 11.46%

Holding current value

$626,218

Previous $712,000 11.94%

% of portfolio

0.1%

Previous 0.11%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	SELL	$76.34 - $77.25 $80,920 - $81,885	-1,060 Reduced 11.46%	8,188 $627,000
Q4 2023 Feb 09, 2024	BUY	$74.64 - $77.03 $105,988 - $109,382	1,420 Added 18.14%	9,248 $712,000
Q3 2023 Oct 20, 2023	SELL	$74.97 - $75.93 $101,059 - $102,353	-1,348 Reduced 14.69%	7,828 $588,000
Q1 2023 May 12, 2023	SELL	$74.67 - $76.76 $11,349 - $11,667	-152 Reduced 1.63%	9,176 $701,000
Q4 2022 Feb 13, 2023	SELL	$74.24 - $75.87 $148,480 - $151,740	-2,000 Reduced 17.66%	9,328 $702,000

Q2 2022 Aug 12, 2022	SELL	N/A	-1,700 Reduced 13.05%	11,328 $870,000
Q1 2022 May 05, 2022	SELL	N/A	-1,265 Reduced 8.85%	13,028 $1.02 Million
Q3 2021 Nov 02, 2021	BUY	N/A	2,248 Added 18.66%	14,293 $1.17 Million
Q2 2021 Jul 21, 2021	SELL	N/A	-6,150 Reduced 33.8%	12,045 $990,000
Q1 2021 May 13, 2021	BUY	N/A	4,482 Added 32.68%	18,195 $1.5 Million
Q4 2020 Feb 04, 2021	BUY	N/A	12,520 Added 1049.46%	13,713 $1.14 Million
Q2 2020 Jul 30, 2020	BUY	N/A	1,193 New	1,193 $99,000

Others Institutions Holding BSV

# of Institutions

1,229

Shares Held

353M

Call Options Held

8.1K

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

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Hcr Wealth Advisors Vanguard Bd Index Fd Inc Short Transaction History