New Edge Wealth, LLC Vanguard Bd Index Fd Inc Short Transaction History

New Edge Wealth, LLC

$5.59 Billion
Q4 2024

A detailed history of New Edge Wealth, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, New Edge Wealth, LLC holds 184,508 shares of BSV stock, worth $14.4 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

184,508

Previous 168,754 9.34%

Holding current value

$14.4 Million

Previous $13.3 Million 7.36%

% of portfolio

0.26%

Previous 0.25%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$77.02 - $78.58 $1.21 Million - $1.24 Million	15,754 Added 9.34%	184,508 $14.3 Million
Q3 2024 Nov 12, 2024	BUY	$76.38 - $78.87 $403,897 - $417,064	5,288 Added 3.23%	168,754 $13.3 Million
Q2 2024 Aug 01, 2024	BUY	$75.81 - $76.76 $707,686 - $716,554	9,335 Added 6.06%	163,466 $12.5 Million
Q1 2024 May 06, 2024	BUY	$76.34 - $77.25 $4.52 Million - $4.58 Million	59,228 Added 62.41%	154,131 $11.8 Million
Q4 2023 Jan 29, 2024	BUY	$74.64 - $77.03 $7.08 Million - $7.31 Million	94,903 New	94,903 $7.31 Million
Q1 2023 May 08, 2023	BUY	$74.67 - $76.76 $216,916 - $222,987	2,905 New	2,905 $222,000
Q3 2022 Nov 14, 2022	BUY	$74.52 - $77.47 $261,043 - $271,377	3,503 Added 89.0%	7,439 $557,000
Q2 2022 Aug 09, 2022	BUY	$75.68 - $77.74 $38,748 - $39,802	512 Added 14.95%	3,936 $302,000
Q1 2022 May 10, 2022	BUY	$77.66 - $80.73 $465 - $484	6 Added 0.18%	3,424 $267,000
Q4 2021 Jan 31, 2022	BUY	$80.78 - $81.98 $276,106 - $280,207	3,418 New	3,418 $276,000

Others Institutions Holding BSV

# of Institutions

1,348

Shares Held

386M

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 New Edge Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Wealth, LLC with notifications on news.

Account

New Edge Wealth, LLC Vanguard Bd Index Fd Inc Short Transaction History