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

Meritas Wealth Management, LLC

$182 Billion
Q2 2025

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 3,001 shares of BSV stock, worth $235,638. This represents 0.13% of its overall portfolio holdings.

Number of Shares

3,001

Previous 3,087 2.79%

Holding current value

$235,638

Previous $242 Million 2.26%

% of portfolio

0.13%

Previous 0.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$77.74 - $78.78 $6,685 - $6,775	-86 Reduced 2.79%	3,001 $236 Million
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

1,374

Shares Held

399M

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 Meritas Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Account

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