A detailed history of Outlook Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 12,002 shares of BSV stock, worth $919,713. This represents 0.32% of its overall portfolio holdings.

Number of Shares
12,002
Previous 7,510 59.81%
Holding current value
$919,713
Previous $578,000 59.17%
% of portfolio
0.32%
Previous 0.24%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

BUY
$76.34 - $77.25 $342,919 - $347,007
4,492 Added 59.81%
12,002 $920,000
Q4 2023

Jan 29, 2024

SELL
$74.64 - $77.03 $1,791 - $1,848
-24 Reduced 0.32%
7,510 $578,000
Q3 2023

Oct 10, 2023

SELL
$74.97 - $75.93 $4,873 - $4,935
-65 Reduced 0.86%
7,534 $566,000
Q2 2023

Jul 10, 2023

SELL
$75.52 - $76.97 $149,378 - $152,246
-1,978 Reduced 20.65%
7,599 $574,000
Q1 2023

Apr 18, 2023

SELL
$74.67 - $76.76 $742,219 - $762,994
-9,940 Reduced 50.93%
9,577 $732,000
Q4 2022

Feb 14, 2023

SELL
$74.24 - $75.87 $94,359 - $96,430
-1,271 Reduced 6.11%
19,517 $1.47 Million
Q3 2022

Oct 25, 2022

SELL
N/A
-857 Reduced 3.96%
20,788 $1.56 Million
Q2 2022

Jul 28, 2022

SELL
N/A
-2,990 Reduced 12.14%
21,645 $1.66 Million
Q1 2022

Jul 28, 2022

BUY
N/A
703 Added 2.94%
24,635 $1.92 Million
Q1 2022

May 13, 2022

BUY
N/A
24 Added 0.1%
23,932 $1.86 Million
Q4 2021

Jan 21, 2022

BUY
N/A
6,127 Added 34.46%
23,908 $1.93 Million
Q3 2021

Oct 22, 2021

SELL
N/A
-15,736 Reduced 46.95%
17,781 $1.46 Million
Q2 2021

Jul 21, 2021

SELL
N/A
-73 Reduced 0.22%
33,517 $2.75 Million
Q1 2021

May 04, 2021

SELL
N/A
-7,127 Reduced 17.5%
33,590 $2.76 Million
Q4 2020

Feb 04, 2021

SELL
N/A
-139 Reduced 0.34%
40,717 $3.38 Million
Q3 2020

Nov 10, 2020

SELL
N/A
-3,321 Reduced 7.52%
40,856 $3.39 Million
Q2 2020

Jul 17, 2020

BUY
N/A
44,177 New
44,177 $3.67 Million

Others Institutions Holding BSV

About VANGUARD BD INDEX FD INC SHORT


  • Ticker BSV
  • Sector ETFs
  • Industry ETFs
More about BSV
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