Sequoia Financial Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 323,777 shares of BSV stock, worth $25.1 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

323,777

Previous 3,952 8092.74%

Holding current value

$25.1 Million

Previous $310,000 7970.32%

% of portfolio

0.22%

Previous 0.0%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$77.02 - $78.58 $24.6 Million - $25.1 Million	319,825 Added 8092.74%	323,777 $25 Million
Q3 2024 Oct 21, 2024	SELL	$76.38 - $78.87 $2,291 - $2,366	-30 Reduced 0.75%	3,952 $310,000
Q2 2024 Jul 15, 2024	BUY	$75.81 - $76.76 $4,927 - $4,989	65 Added 1.66%	3,982 $305,000
Q1 2024 Apr 30, 2024	SELL	$76.34 - $77.25 $120,006 - $121,437	-1,572 Reduced 28.64%	3,917 $300,000
Q4 2023 Jan 25, 2024	SELL	$74.64 - $77.03 $317,891 - $328,070	-4,259 Reduced 43.69%	5,489 $422,000
Q3 2023 Nov 08, 2023	SELL	$74.97 - $75.93 $33,361 - $33,788	-445 Reduced 4.37%	9,748 $732,000
Q2 2023 Aug 08, 2023	SELL	$75.52 - $76.97 $89,415 - $91,132	-1,184 Reduced 10.41%	10,193 $770,000
Q1 2023 Apr 24, 2023	BUY	$74.67 - $76.76 $7,093 - $7,292	95 Added 0.84%	11,377 $870,000
Q4 2022 Jan 17, 2023	SELL	$74.07 - $75.87 $26,591 - $27,237	-359 Reduced 3.08%	11,282 $0
Q3 2022 Oct 26, 2022	SELL	$74.52 - $77.47 $619,559 - $644,085	-8,314 Reduced 41.66%	11,641 $871,000
Q2 2022 Jul 22, 2022	SELL	$75.68 - $77.74 $139,553 - $143,352	-1,844 Reduced 8.46%	19,955 $1.53 Million
Q1 2022 May 13, 2022	BUY	$77.66 - $80.73 $383,795 - $398,967	4,942 Added 29.32%	21,799 $1.7 Million
Q4 2021 Feb 11, 2022	BUY	$80.78 - $81.98 $1.01 Million - $1.03 Million	12,551 Added 291.48%	16,857 $1.36 Million
Q3 2021 Oct 26, 2021	SELL	$81.9 - $82.4 $823,750 - $828,779	-10,058 Reduced 70.02%	4,306 $353,000
Q2 2021 Jul 27, 2021	BUY	$82.08 - $82.43 $73,543 - $73,857	896 Added 6.65%	14,364 $1.18 Million
Q4 2020 Feb 12, 2021	BUY	$82.67 - $82.96 $498,748 - $500,497	6,033 Added 81.14%	13,468 $1.12 Million
Q3 2020 Oct 23, 2020	SELL	$82.96 - $83.3 $26,879 - $26,989	-324 Reduced 4.18%	7,435 $617,000
Q2 2020 Aug 25, 2020	BUY	$81.78 - $83.12 $634,531 - $644,928	7,759 New	7,759 $645,000
Q2 2020 Aug 11, 2020	SELL	$81.78 - $83.12 $623,163 - $633,374	-7,620 Closed	0 $645,000
Q1 2020 May 11, 2020	SELL	$78.67 - $82.51 $43,032 - $45,132	-547 Reduced 6.7%	7,620 $626,000
Q2 2019 Jul 31, 2019	SELL	N/A	-1,050 Reduced 11.39%	8,167 $658,000
Q1 2019 May 13, 2019	BUY	N/A	490 Added 5.61%	9,217 $734,000
Q4 2018 Feb 14, 2019	BUY	N/A	2,447 Added 38.96%	8,727 $686,000
Q3 2018 Nov 14, 2018	BUY	N/A	1,244 Added 24.7%	6,280 $490,000
Q2 2018 Aug 14, 2018	BUY	N/A	921 Added 22.38%	5,036 $394,000
Q1 2018 May 14, 2018	SELL	N/A	-362 Reduced 8.09%	4,115 $323,000
Q4 2017 Feb 13, 2018	SELL	N/A	-1,494 Reduced 25.02%	4,477 $354,000
Q3 2017 Nov 13, 2017	BUY	N/A	5,971	5,971 $477,000

Others Institutions Holding BSV

# of Institutions

1,341

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 Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Account

Sequoia Financial Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History