Safir Wealth Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History

Safir Wealth Advisors, LLC

  • $122 Million
  • Q1 2024

A detailed history of Safir Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Safir Wealth Advisors, LLC holds 168,202 shares of BSV stock, worth $12.9 Million. This represents 10.59% of its overall portfolio holdings.

Number of Shares
168,202
Previous 159,079 5.73%
Holding current value
$12.9 Million
Previous $12.3 Million 5.26%
% of portfolio
10.59%
Previous 11.02%

Shares

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

Apr 15, 2024
BUY
$76.34 - $77.25 $696,449 - $704,751
9,123 Added 5.73%
168,202 $12.9 Million
Q4 2023

Jan 18, 2024
SELL
$74.64 - $77.03 $98,972 - $102,141
-1,326 Reduced 0.83%
159,079 $12.3 Million
Q3 2023

Oct 10, 2023
SELL
$74.97 - $75.93 $168,382 - $170,538
-2,246 Reduced 1.38%
160,405 $12.1 Million
Q2 2023

Jul 17, 2023
BUY
$75.52 - $76.97 $439,526 - $447,965
5,820 Added 3.71%
162,651 $12.3 Million
Q1 2023

Apr 14, 2023
BUY
$74.67 - $76.76 $127,088 - $130,645
1,702 Added 1.1%
156,831 $12 Million
Q4 2022

Jan 25, 2023
SELL
$74.24 - $75.87 $131,033 - $133,910
-1,765 Reduced 1.12%
155,129 $0
Q3 2022

Oct 20, 2022
SELL
N/A
-7,215 Reduced 4.4%
156,894 $11.7 Million
Q2 2022

Jul 25, 2022
SELL
N/A
-9,175 Reduced 5.29%
164,109 $12.6 Million
Q1 2022

Apr 27, 2022
SELL
N/A
-9,017 Reduced 4.95%
173,284 $13.5 Million
Q4 2021

Jan 26, 2022
BUY
N/A
1,087 Added 0.6%
182,301 $14.7 Million
Q3 2021

Nov 15, 2021
BUY
N/A
1,255 Added 0.7%
181,214 $14.8 Million
Q2 2021

Aug 16, 2021
BUY
N/A
9,390 Added 5.51%
179,959 $14.8 Million
Q1 2021

Apr 15, 2021
BUY
N/A
4,700 Added 2.83%
170,569 $14 Million
Q4 2020

Jan 28, 2021
BUY
N/A
165,869 New
165,869 $13.8 Million

Others Institutions Holding BSV

# of Institutions
1,229
Shares Held
353M
Call Options Held
8.1K
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
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