Liberty Wealth Management LLC Vanguard Bd Index Fd Inc Short Transaction History

Liberty Wealth Management LLC

$504 Million
Q1 2025

A detailed history of Liberty Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Liberty Wealth Management LLC holds 6,037 shares of BSV stock, worth $471,429. This represents 0.09% of its overall portfolio holdings.

Number of Shares

6,037

Previous 6,037 -0.0%

Holding current value

$471,429

Previous $472,000 -0.0%

% of portfolio

0.09%

Previous 0.01%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$76.94 - $78.28 $42,547 - $43,288	553 Added 10.08%	6,037 $472,000
Q4 2024 Feb 07, 2025	BUY	$77.02 - $78.58 $56,224 - $57,363	730 Added 15.36%	5,484 $423,000
Q3 2024 Nov 01, 2024	BUY	$76.38 - $78.87 $29,940 - $30,917	392 Added 8.99%	4,754 $374,000
Q2 2024 Aug 06, 2024	SELL	$75.81 - $76.76 $9,173 - $9,287	-121 Reduced 2.7%	4,362 $335,000
Q1 2024 May 02, 2024	BUY	$76.34 - $77.25 $342,232 - $346,311	4,483 New	4,483 $344,000
Q3 2023 Nov 13, 2023	SELL	$74.97 - $75.93 $21,291 - $21,564	-284 Reduced 8.16%	3,196 $240,000
Q2 2023 Aug 10, 2023	BUY	$75.52 - $76.97 $5,286 - $5,387	70 Added 2.05%	3,480 $262,000
Q1 2023 May 03, 2023	SELL	$74.67 - $76.76 $252,160 - $259,218	-3,377 Reduced 49.76%	3,410 $260,000
Q3 2022 Nov 15, 2022	BUY	$74.52 - $77.47 $78,395 - $81,498	1,052 Added 18.34%	6,787 $507,000
Q2 2022 Aug 15, 2022	SELL	$75.68 - $77.74 $58,349 - $59,937	-771 Reduced 11.85%	5,735 $453,000
Q1 2022 May 09, 2022	BUY	$77.66 - $80.73 $10,018 - $10,414	129 Added 2.02%	6,506 $490,000
Q4 2021 Feb 15, 2022	BUY	$80.78 - $81.98 $40,228 - $40,826	498 Added 8.47%	6,377 $515,000
Q3 2021 Nov 15, 2021	BUY	$81.9 - $82.4 $238,984 - $240,443	2,918 Added 98.55%	5,879 $479,000
Q2 2021 Aug 13, 2021	SELL	$82.08 - $82.43 $19.7 Million - $19.8 Million	-240,355 Reduced 98.78%	2,961 $243,000
Q2 2021 Aug 13, 2021	BUY	$82.08 - $82.43 $19.7 Million - $19.8 Million	240,507 Added 8562.01%	243,316 $2.96 Million
Q4 2020 Feb 09, 2021	BUY	$82.67 - $82.96 $18,022 - $18,085	218 Added 8.41%	2,809 $232,000
Q3 2020 Nov 05, 2020	BUY	$82.96 - $83.3 $9,374 - $9,412	113 Added 4.56%	2,591 $215,000
Q2 2020 Aug 04, 2020	SELL	$81.78 - $83.12 $18,482 - $18,785	-226 Reduced 8.36%	2,478 $206,000
Q1 2020 Apr 27, 2020	SELL	$78.67 - $82.51 $7,001 - $7,343	-89 Reduced 3.19%	2,704 $222,000
Q4 2019 Feb 05, 2020	SELL	$80.41 - $81.14 $39,642 - $40,002	-493 Reduced 15.0%	2,793 $225,000
Q3 2019 Oct 30, 2019	BUY	$80.39 - $80.84 $12,701 - $12,772	158 Added 5.05%	3,286 $265,000
Q2 2019 Jul 30, 2019	SELL	N/A	-245 Reduced 7.26%	3,128 $252,000
Q1 2019 Apr 18, 2019	SELL	N/A	-602 Reduced 15.14%	3,373 $268,000
Q4 2018 Mar 26, 2019	BUY	N/A	3,975 New	3,975 $312,000

Others Institutions Holding BSV

# of Institutions

1,355

Shares Held

394M

Call Options Held

Put Options Held

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About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
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Liberty Wealth Management LLC Vanguard Bd Index Fd Inc Short Transaction History