Meritas Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History

Meritas Wealth Management, LLC

  • $166 Billion
  • Q4 2024

A detailed history of Meritas Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 3,087 shares of BSV stock, worth $240,539. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,087
Previous 3,008 2.63%
Holding current value
$240,539
Previous $237 Million 0.77%
% of portfolio
0.14%
Previous 0.15%

Shares

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

Jan 16, 2025
BUY
$77.02 - $78.58 $6,084 - $6,207
79 Added 2.63%
3,087 $239 Million
Q4 2023

Jan 10, 2024
SELL
$74.64 - $77.03 $675,268 - $696,890
-9,047 Reduced 75.05%
3,008 $232 Million
Q3 2023

Oct 24, 2023
BUY
$74.97 - $75.93 $374 - $379
5 Added 0.04%
12,055 $906 Million
Q2 2023

Sep 05, 2023
SELL
$75.52 - $76.97 $20,012 - $20,397
-265 Reduced 2.15%
12,050 $911 Million
Q1 2023

Sep 05, 2023
SELL
$74.67 - $76.76 $95,876 - $98,559
-1,284 Reduced 9.44%
12,315 $942 Million
Q4 2022

Sep 05, 2023
BUY
$74.07 - $75.87 $1.01 Million - $1.03 Million
13,599 New
13,599 $1.02 Billion

Others Institutions Holding BSV

# of Institutions
1,344
Shares Held
386M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD BD INDEX FD INC SHORT

BSV Quotes by TradingView
  • Ticker BSV
  • Sector ETFs
  • Industry ETFs
More about BSV
Track This Portfolio

Track Meritas Wealth Management, LLC Portfolio

Follow Meritas Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Meritas Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email