Integris Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History

Integris Wealth Management, LLC

$355 Billion
Q4 2024

A detailed history of Integris Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Integris Wealth Management, LLC holds 768,942 shares of BSV stock, worth $59.5 Million. This represents 16.76% of its overall portfolio holdings.

Number of Shares

768,942

Previous 742,963 3.5%

Holding current value

$59.5 Million

Previous $58.5 Billion 1.63%

% of portfolio

16.76%

Previous 16.33%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$77.02 - $78.58 $2 Million - $2.04 Million	25,979 Added 3.5%	768,942 $59.4 Billion
Q3 2024 Oct 18, 2024	SELL	$76.38 - $78.87 $3.83 Million - $3.96 Million	-50,148 Reduced 6.32%	742,963 $58.5 Billion
Q2 2024 Jul 19, 2024	BUY	$75.81 - $76.76 $1.66 Million - $1.68 Million	21,857 Added 2.83%	793,111 $60.8 Billion
Q1 2024 May 03, 2024	BUY	$76.34 - $77.25 $2.76 Million - $2.79 Million	36,111 Added 4.91%	771,254 $59.1 Billion
Q4 2023 Feb 09, 2024	BUY	$74.64 - $77.03 $485,831 - $501,388	6,509 Added 0.89%	735,143 $56.6 Billion
Q3 2023 Nov 08, 2023	SELL	$74.97 - $75.93 $2.61 Million - $2.64 Million	-34,803 Reduced 4.56%	728,634 $54.8 Billion
Q2 2023 Jul 13, 2023	BUY	$75.52 - $76.97 $1.65 Million - $1.68 Million	21,793 Added 2.94%	763,437 $57.7 Billion
Q1 2023 May 15, 2023	BUY	$74.67 - $76.76 $1.73 Million - $1.78 Million	23,169 Added 3.22%	741,644 $56.7 Billion
Q4 2022 Feb 07, 2023	BUY	$74.07 - $75.87 $53.2 Million - $54.5 Million	718,475 New	718,475 $54.1 Billion

Others Institutions Holding BSV

# of Institutions

1,298

Shares Held

383M

Call Options Held

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

More about BSV

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Integris Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History