Stone Point Wealth LLC Vanguard Bd Index Fd Inc Short Transaction History

Stone Point Wealth LLC

$291 Million
Q1 2025

A detailed history of Stone Point Wealth LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Stone Point Wealth LLC holds 82,691 shares of BSV stock, worth $6.51 Million. This represents 2.22% of its overall portfolio holdings.

Number of Shares

82,691

Previous 83,417 0.87%

Holding current value

$6.51 Million

Previous $6.45 Million 0.43%

% of portfolio

2.22%

Previous 2.19%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$76.94 - $78.28 $55,858 - $56,831	-726 Reduced 0.87%	82,691 $6.47 Million
Q4 2024 Jan 28, 2025	BUY	$77.02 - $78.58 $514,955 - $525,385	6,686 Added 8.71%	83,417 $6.45 Million
Q3 2024 Oct 31, 2024	BUY	$76.38 - $78.87 $786,561 - $812,203	10,298 Added 15.5%	76,731 $6.04 Million
Q2 2024 Jul 30, 2024	BUY	$75.81 - $76.76 $320,373 - $324,387	4,226 Added 6.79%	66,433 $5.1 Million
Q1 2024 May 01, 2024	BUY	$76.34 - $77.25 $936,233 - $947,394	12,264 Added 24.56%	62,207 $4.77 Million
Q4 2023 Jan 26, 2024	SELL	$74.64 - $77.03 $11,345 - $11,708	-152 Reduced 0.3%	49,943 $3.85 Million
Q3 2023 Oct 25, 2023	BUY	$74.97 - $75.93 $473,435 - $479,497	6,315 Added 14.42%	50,095 $3.77 Million
Q2 2023 Jul 25, 2023	BUY	$75.52 - $76.97 $456,669 - $465,437	6,047 Added 16.03%	43,780 $3.31 Million
Q1 2023 Apr 20, 2023	BUY	$74.67 - $76.76 $351,770 - $361,616	4,711 Added 14.27%	37,733 $2.89 Million
Q4 2022 Jan 20, 2023	BUY	$74.07 - $75.87 $231,987 - $237,624	3,132 Added 10.48%	33,022 $0
Q3 2022 Nov 03, 2022	SELL	$74.52 - $77.47 $183,766 - $191,041	-2,466 Reduced 7.62%	29,890 $2.24 Million
Q2 2022 Jul 19, 2022	BUY	$75.68 - $77.74 $267,226 - $274,499	3,531 Added 12.25%	32,356 $2.49 Million
Q1 2022 Apr 29, 2022	SELL	$77.66 - $80.73 $9,241 - $9,606	-119 Reduced 0.41%	28,825 $2.24 Million
Q4 2021 Feb 10, 2022	BUY	$80.78 - $81.98 $2.34 Million - $2.37 Million	28,944 New	28,944 $2.34 Million

Others Institutions Holding BSV

# of Institutions

1,354

Shares Held

391M

Call Options Held

Put Options Held

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About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
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Stone Point Wealth LLC Vanguard Bd Index Fd Inc Short Transaction History