Strategic Wealth Partners, Ltd. Vanguard Bd Index Fd Inc Short Transaction History

Strategic Wealth Partners, Ltd.

  • $892 Million
  • Q1 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 7,918 shares of BSV stock, worth $607,310. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,918
Previous 6,519 21.46%
Holding current value
$607,310
Previous $502,000 20.92%
% of portfolio
0.07%
Previous 0.06%

Shares

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

May 20, 2024
BUY
$76.34 - $77.25 $106,799 - $108,072
1,399 Added 21.46%
7,918 $607,000
Q4 2023

May 20, 2024
BUY
$74.64 - $77.03 $74,863 - $77,261
1,003 Added 18.18%
6,519 $502,000
Q3 2023

May 20, 2024
SELL
$74.97 - $75.93 $3.55 Million - $3.59 Million
-47,293 Reduced 89.55%
5,516 $414,000
Q2 2023

May 20, 2024
SELL
$75.52 - $76.97 $64,418 - $65,655
-853 Reduced 1.59%
52,809 $3.99 Million
Q1 2023

Apr 24, 2023
BUY
$74.67 - $76.76 $1.52 Million - $1.56 Million
20,336 Added 61.02%
53,662 $4.1 Million
Q4 2022

Apr 24, 2023
SELL
$74.24 - $75.87 $814,338 - $832,218
-10,969 Reduced 24.76%
33,326 $2.51 Million
Q3 2022

Apr 24, 2023
SELL
N/A
-19,689 Reduced 30.77%
44,295 $0
Q2 2022

Aug 22, 2022
BUY
N/A
23,700 Added 58.83%
63,984 $4.91 Million
Q1 2022

May 19, 2022
BUY
N/A
1,825 Added 4.75%
40,284 $0
Q4 2021

Feb 11, 2022
SELL
N/A
-727 Reduced 1.86%
38,459 $0
Q3 2021

Nov 12, 2021
BUY
N/A
5,194 Added 15.28%
39,186 $3.21 Million
Q2 2021

Aug 25, 2021
BUY
N/A
33,992 New
33,992 $2.79 Million
Q3 2019

Oct 28, 2019
SELL
N/A
-129 Closed
0 $0
Q2 2019

Aug 06, 2019
BUY
N/A
129 New
129 $10,000
Q1 2019

May 14, 2019
SELL
N/A
-153 Closed
0 $0
Q4 2018

Jan 24, 2019
BUY
N/A
153 New
153 $0
Q2 2018

Sep 04, 2018
SELL
N/A
-214 Closed
0 $0
Q1 2018

Jul 13, 2018
BUY
N/A
214 New
214 $17,000

Others Institutions Holding BSV

# of Institutions
1,228
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
Track This Portfolio

Track Strategic Wealth Partners, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email