Kingswood Wealth Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 9,649 shares of BSV stock, worth $748,762. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,649
Previous 7,220 33.64%
Holding current value
$748,762
Previous $568 Million 31.22%
% of portfolio
0.06%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$77.02 - $78.58 $187,081 - $190,870
2,429 Added 33.64%
9,649 $746 Million
Q3 2024

Oct 21, 2024
BUY
$76.38 - $78.87 $28,336 - $29,260
371 Added 5.42%
7,220 $568 Million
Q2 2024

Jul 09, 2024
BUY
$75.81 - $76.76 $14,479 - $14,661
191 Added 2.87%
6,849 $525 Million
Q1 2024

Apr 15, 2024
BUY
$76.34 - $77.25 $149,244 - $151,023
1,955 Added 41.57%
6,658 $511 Million
Q4 2023

Jan 16, 2024
BUY
$74.64 - $77.03 $351,031 - $362,272
4,703 New
4,703 $362 Million

Others Institutions Holding BSV

# of Institutions
1,281
Shares Held
379M
Call Options Held
0
Put Options Held
96.7K
View Full List

About VANGUARD BD INDEX FD INC SHORT

BSV Quotes by TradingView
  • Ticker BSV
  • Sector ETFs
  • Industry ETFs
More about BSV
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