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

Lodestone Wealth Management LLC

$200 Billion
Q3 2024

A detailed history of Lodestone Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 41,387 shares of BSV stock, worth $3.2 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares

41,387

Previous 30,653 35.02%

Holding current value

$3.2 Million

Previous $2.35 Billion 38.52%

% of portfolio

1.63%

Previous 1.24%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$76.38 - $78.87 $819,862 - $846,590	10,734 Added 35.02%	41,387 $3.26 Billion
Q2 2024 Jul 16, 2024	BUY	$75.81 - $76.76 $132,440 - $134,099	1,747 Added 6.04%	30,653 $2.35 Billion
Q1 2024 Apr 30, 2024	SELL	$76.34 - $77.25 $81,989 - $82,966	-1,074 Reduced 3.58%	28,906 $2.22 Billion
Q4 2023 Jan 24, 2024	BUY	$74.64 - $77.03 $772,673 - $797,414	10,352 Added 52.74%	29,980 $2.31 Billion
Q3 2023 Oct 20, 2023	BUY	$74.97 - $75.93 $432,801 - $438,343	5,773 Added 41.67%	19,628 $1.48 Billion
Q2 2023 Jul 25, 2023	BUY	$75.52 - $76.97 $1.05 Million - $1.07 Million	13,855 New	13,855 $1.05 Billion

Others Institutions Holding BSV

# of Institutions

1,238

Shares Held

376M

Call Options Held

Put Options Held

96.7K

View Full List

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

More about BSV

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