Selective Wealth Management, Inc. Vanguard Bd Index Fd Inc Short Transaction History

Selective Wealth Management, Inc.

$240 Million
Q1 2025

A detailed history of Selective Wealth Management, Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 26,748 shares of BSV stock, worth $2.1 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

26,748

Previous 28,138 4.94%

Holding current value

$2.1 Million

Previous $2.17 Million 3.77%

% of portfolio

0.87%

Previous 0.88%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$76.94 - $78.28 $106,946 - $108,809	-1,390 Reduced 4.94%	26,748 $2.09 Million
Q4 2024 Jan 15, 2025	SELL	$77.02 - $78.58 $71,320 - $72,765	-926 Reduced 3.19%	28,138 $2.17 Million
Q3 2024 Oct 09, 2024	SELL	$76.38 - $78.87 $74,699 - $77,134	-978 Reduced 3.26%	29,064 $2.29 Million
Q2 2024 Jul 10, 2024	SELL	$75.81 - $76.76 $35,100 - $35,539	-463 Reduced 1.52%	30,042 $2.3 Million
Q1 2024 Apr 11, 2024	SELL	$76.34 - $77.25 $63,743 - $64,503	-835 Reduced 2.66%	30,505 $2.34 Million
Q4 2023 Jan 05, 2024	SELL	$74.64 - $77.03 $221,158 - $228,239	-2,963 Reduced 8.64%	31,340 $2.41 Million
Q3 2023 Oct 10, 2023	SELL	$74.97 - $75.93 $687,999 - $696,809	-9,177 Reduced 21.11%	34,303 $2.58 Million
Q2 2023 Jul 11, 2023	SELL	$75.52 - $76.97 $707,169 - $720,747	-9,364 Reduced 17.72%	43,480 $3.29 Million
Q4 2022 Jan 23, 2023	SELL	$74.07 - $75.87 $4.56 Million - $4.67 Million	-61,533 Reduced 53.8%	52,844 $0
Q3 2022 Oct 21, 2022	SELL	$74.52 - $77.47 $1.35 Million - $1.4 Million	-18,103 Reduced 13.66%	114,377 $8.56 Million
Q2 2022 Jul 28, 2022	SELL	$75.68 - $77.74 $307,412 - $315,779	-4,062 Reduced 2.97%	132,480 $10.2 Million
Q1 2022 Apr 20, 2022	BUY	$77.66 - $80.73 $1.18 Million - $1.23 Million	15,221 Added 12.55%	136,542 $10.6 Million
Q4 2021 Jan 18, 2022	BUY	$80.78 - $81.98 $734,694 - $745,608	9,095 Added 8.1%	121,321 $9.81 Million
Q3 2021 Oct 27, 2021	BUY	$81.9 - $82.4 $4.22 Million - $4.24 Million	51,506 Added 84.83%	112,226 $9.2 Million
Q2 2021 Aug 04, 2021	BUY	$82.08 - $82.43 $3.33 Million - $3.34 Million	40,567 Added 201.3%	60,720 $0
Q1 2021 Apr 09, 2021	BUY	$82.08 - $82.89 $1.65 Million - $1.67 Million	20,153 New	20,153 $1.66 Million
Q3 2020 Oct 21, 2020	SELL	$82.96 - $83.3 $37,829 - $37,984	-456 Closed	0 $0
Q2 2020 Jul 15, 2020	BUY	$81.78 - $83.12 $37,291 - $37,902	456 New	456 $38,000

Others Institutions Holding BSV

# of Institutions

1,357

Shares Held

394M

Call Options Held

Put Options Held

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About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
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Selective Wealth Management, Inc. Vanguard Bd Index Fd Inc Short Transaction History