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

Lodestone Wealth Management LLC

$246 Billion
Q4 2025

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 42,834 shares of BSV stock, worth $3.37 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares

42,834

Previous 42,540 0.69%

Holding current value

$3.37 Million

Previous $3.36 Billion 0.56%

% of portfolio

1.37%

Previous 1.51%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	BUY	$78.65 - $79.19 $23,123 - $23,281	294 Added 0.69%	42,834 $3.38 Billion
Q3 2025 Oct 24, 2025	BUY	$78.11 - $79.07 $48,115 - $48,707	616 Added 1.47%	42,540 $3.36 Billion
Q1 2025 Apr 28, 2025	BUY	$76.94 - $78.28 $31,391 - $31,938	408 Added 0.98%	41,924 $3.28 Billion
Q4 2024 Jan 30, 2025	BUY	$77.02 - $78.58 $9,935 - $10,136	129 Added 0.31%	41,516 $3.21 Billion
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

1,398

Shares Held

412M

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Lodestone Wealth Management LLC with notifications on news.

Account

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