Lutz Financial Services LLC Vanguard Bd Index Fd Inc Short Transaction History

Lutz Financial Services LLC

$1.24 Billion
Q4 2024

A detailed history of Lutz Financial Services LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Lutz Financial Services LLC holds 246,148 shares of BSV stock, worth $19.4 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares

246,148

Previous 245,715 0.18%

Holding current value

$19.4 Million

Previous $19.3 Million 1.63%

% of portfolio

1.54%

Previous 1.57%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$77.02 - $78.58 $33,349 - $34,025	433 Added 0.18%	246,148 $19 Million
Q3 2024 Oct 29, 2024	BUY	$76.38 - $78.87 $161,390 - $166,652	2,113 Added 0.87%	245,715 $19.3 Million
Q2 2024 Jul 29, 2024	BUY	$75.81 - $76.76 $1.36 Million - $1.37 Million	17,896 Added 7.93%	243,602 $18.7 Million
Q1 2024 May 03, 2024	BUY	$76.34 - $77.25 $1.37 Million - $1.38 Million	17,915 Added 8.62%	225,706 $17.3 Million
Q4 2023 Feb 07, 2024	BUY	$74.64 - $77.03 $1.95 Million - $2.01 Million	26,067 Added 14.34%	207,791 $16 Million
Q3 2023 Nov 03, 2023	BUY	$74.97 - $75.93 $242,602 - $245,709	3,236 Added 1.81%	181,724 $13.7 Million
Q2 2023 Aug 07, 2023	BUY	$75.52 - $76.97 $1.01 Million - $1.03 Million	13,435 Added 8.14%	178,488 $13.5 Million
Q1 2023 May 01, 2023	BUY	$74.67 - $76.76 $884,466 - $909,222	11,845 Added 7.73%	165,053 $12.6 Million
Q4 2022 Feb 06, 2023	BUY	$74.07 - $75.87 $2.7 Million - $2.77 Million	36,462 Added 31.23%	153,208 $11.5 Million
Q3 2022 Oct 21, 2022	SELL	$74.52 - $77.47 $1.37 Million - $1.42 Million	-18,339 Reduced 13.58%	116,746 $8.74 Million
Q2 2022 Jul 20, 2022	SELL	$75.68 - $77.74 $7.84 Million - $8.05 Million	-103,583 Reduced 43.4%	135,085 $10.4 Million
Q1 2022 Apr 25, 2022	BUY	$77.66 - $80.73 $612,193 - $636,394	7,883 Added 3.42%	238,668 $18.6 Million
Q4 2021 Jan 19, 2022	BUY	$80.78 - $81.98 $359,551 - $364,892	4,451 Added 1.97%	230,785 $18.7 Million
Q3 2021 Oct 27, 2021	SELL	$81.9 - $82.4 $121,293 - $122,034	-1,481 Reduced 0.65%	226,334 $18.5 Million
Q2 2021 Jul 26, 2021	BUY	$82.08 - $82.43 $360,002 - $361,537	4,386 Added 1.96%	227,815 $18.7 Million
Q1 2021 Apr 27, 2021	BUY	$82.08 - $82.89 $704,410 - $711,361	8,582 Added 3.99%	223,429 $18.4 Million
Q4 2020 Feb 12, 2021	BUY	$82.67 - $82.96 $817,771 - $820,640	9,892 Added 4.83%	214,847 $17.8 Million
Q3 2020 Nov 05, 2020	SELL	$82.96 - $83.3 $1.59 Million - $1.59 Million	-19,109 Reduced 8.53%	204,955 $17 Million
Q2 2020 Jul 28, 2020	SELL	$81.78 - $83.12 $6.38 Million - $6.49 Million	-78,071 Reduced 25.84%	224,064 $18.6 Million
Q1 2020 Apr 27, 2020	SELL	$78.67 - $82.51 $7.64 Million - $8.02 Million	-97,157 Reduced 24.33%	302,135 $24.8 Million
Q4 2019 Feb 03, 2020	SELL	$80.41 - $81.14 $2.41 Million - $2.43 Million	-29,925 Reduced 6.97%	399,292 $32.2 Million
Q3 2019 Oct 31, 2019	SELL	$80.39 - $80.84 $5.72 Million - $5.75 Million	-71,140 Reduced 14.22%	429,217 $34.7 Million
Q2 2019 Aug 13, 2019	SELL	N/A	-61,898 Reduced 11.01%	500,357 $40.3 Million
Q1 2019 May 06, 2019	BUY	N/A	6,381 Added 1.15%	562,255 $44.8 Million
Q4 2018 Feb 13, 2019	BUY	N/A	25,262 Added 4.76%	555,874 $43.7 Million
Q3 2018 Nov 13, 2018	BUY	N/A	114,688 Added 27.57%	530,612 $41.4 Million
Q2 2018 Aug 15, 2018	BUY	N/A	17,104 Added 4.29%	415,924 $32.5 Million
Q1 2018 Apr 17, 2018	BUY	N/A	1,081 Added 0.27%	398,820 $31.3 Million
Q4 2017 Apr 17, 2018	BUY	N/A	397,739	397,739 $31.5 Million

Others Institutions Holding BSV

# of Institutions

1,355

Shares Held

391M

Call Options Held

Put Options Held

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Lutz Financial Services LLC Vanguard Bd Index Fd Inc Short Transaction History