Kestra Private Wealth Services, LLC Vanguard Bd Index Fd Inc Short Transaction History

Kestra Private Wealth Services, LLC

  • $5.74 Billion
  • Q1 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 138,325 shares of BSV stock, worth $10.8 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
138,325
Previous 151,827 8.89%
Holding current value
$10.8 Million
Previous $11.7 Million 7.7%
% of portfolio
0.19%
Previous 0.21%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
SELL
$76.94 - $78.28 $1.04 Million - $1.06 Million
-13,502 Reduced 8.89%
138,325 $10.8 Million
Q4 2024

Jan 28, 2025
SELL
$77.02 - $78.58 $244,538 - $249,491
-3,175 Reduced 2.05%
151,827 $11.7 Million
Q3 2024

Nov 13, 2024
SELL
$76.38 - $78.87 $751,502 - $776,001
-9,839 Reduced 5.97%
155,002 $12.2 Million
Q2 2024

Aug 12, 2024
SELL
$75.81 - $76.76 $914,268 - $925,725
-12,060 Reduced 6.82%
164,841 $12.6 Million
Q1 2024

May 02, 2024
SELL
$76.34 - $77.25 $436,054 - $441,252
-5,712 Reduced 3.13%
176,901 $13.6 Million
Q4 2023

Feb 05, 2024
BUY
$74.64 - $77.03 $1.96 Million - $2.02 Million
26,204 Added 16.75%
182,613 $14.1 Million
Q3 2023

Nov 07, 2023
BUY
$74.97 - $75.93 $1.22 Million - $1.23 Million
16,260 Added 11.6%
156,409 $11.8 Million
Q2 2023

Aug 08, 2023
BUY
$75.52 - $76.97 $2.25 Million - $2.29 Million
29,766 Added 26.97%
140,149 $10.6 Million
Q1 2023

May 12, 2023
BUY
$74.67 - $76.76 $2.76 Million - $2.84 Million
36,978 Added 50.38%
110,383 $8.44 Million
Q4 2022

Jan 31, 2023
BUY
$74.07 - $75.87 $296,946 - $304,162
4,009 Added 5.78%
73,405 $5.53 Million
Q3 2022

Nov 14, 2022
BUY
$74.52 - $77.47 $102,614 - $106,676
1,377 Added 2.02%
69,396 $5.19 Million
Q2 2022

Aug 12, 2022
BUY
$75.68 - $77.74 $500,244 - $513,861
6,610 Added 10.76%
68,019 $5.22 Million
Q1 2022

May 26, 2022
SELL
$77.66 - $80.73 $4.81 Million - $5 Million
-61,965 Reduced 50.23%
61,409 $0
Q4 2021

Jan 21, 2022
BUY
$80.78 - $81.98 $1.35 Million - $1.37 Million
16,679 Added 15.63%
123,374 $0
Q3 2021

Oct 21, 2021
BUY
$81.9 - $82.4 $583,046 - $586,605
7,119 Added 7.15%
106,695 $0
Q2 2021

Jul 30, 2021
SELL
$82.08 - $82.43 $96,854 - $97,267
-1,180 Reduced 1.17%
99,576 $0
Q1 2021

May 11, 2021
SELL
$82.08 - $82.89 $149,796 - $151,274
-1,825 Reduced 1.78%
100,756 $0
Q4 2020

Jan 21, 2021
BUY
$82.67 - $82.96 $650,364 - $652,646
7,867 Added 8.31%
102,581 $8.5 Billion
Q3 2020

Nov 09, 2020
BUY
$82.96 - $83.3 $7.86 Million - $7.89 Million
94,714 New
94,714 $0

Others Institutions Holding BSV

# of Institutions
1,355
Shares Held
394M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD BD INDEX FD INC SHORT

BSV Quotes by TradingView
  • Ticker BSV
  • Sector ETFs
  • Industry ETFs
More about BSV
Track This Portfolio

Track Kestra Private Wealth Services, LLC Portfolio

Follow Kestra Private Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email