Sugarloaf Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History

Sugarloaf Wealth Management, LLC

$493 Million
Q3 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 2,929 shares of BSV stock, worth $226,499. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,929

Previous 2,371 23.53%

Holding current value

$226,499

Previous $181,000 27.07%

% of portfolio

0.05%

Previous 0.04%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$76.38 - $78.87 $42,620 - $44,009	558 Added 23.53%	2,929 $230,000
Q2 2024 Jul 08, 2024	BUY	$75.81 - $76.76 $34,341 - $34,772	453 Added 23.62%	2,371 $181,000
Q1 2024 Apr 23, 2024	BUY	$76.34 - $77.25 $33,360 - $33,758	437 Added 29.51%	1,918 $147,000
Q4 2023 Jan 10, 2024	BUY	$74.64 - $77.03 $50,829 - $52,457	681 Added 85.13%	1,481 $114,000
Q2 2022 Jul 12, 2022	SELL	$75.68 - $77.74 $93,162 - $95,697	-1,231 Reduced 60.61%	800 $61,000
Q1 2022 Apr 25, 2022	BUY	$77.66 - $80.73 $155 - $161	2 Added 0.1%	2,031 $158,000
Q4 2021 Jan 20, 2022	BUY	$80.78 - $81.98 $646 - $655	8 Added 0.4%	2,029 $164,000
Q3 2021 Oct 20, 2021	BUY	$81.9 - $82.4 $245 - $247	3 Added 0.15%	2,021 $166,000
Q2 2021 Jul 20, 2021	BUY	$82.08 - $82.43 $49,576 - $49,787	604 Added 42.72%	2,018 $166,000
Q1 2021 Apr 19, 2021	SELL	$82.08 - $82.89 $28,235 - $28,514	-344 Reduced 19.57%	1,414 $116,000
Q4 2020 Feb 03, 2021	BUY	$82.67 - $82.96 $496 - $497	6 Added 0.34%	1,758 $146,000
Q3 2020 Nov 03, 2020	SELL	$82.96 - $83.3 $33,681 - $33,819	-406 Reduced 18.81%	1,752 $145,000
Q2 2020 Jul 21, 2020	BUY	$81.78 - $83.12 $490 - $498	6 Added 0.28%	2,158 $179,000
Q1 2020 Apr 15, 2020	BUY	$78.67 - $82.51 $393 - $412	5 Added 0.23%	2,152 $177,000
Q4 2019 Jan 29, 2020	BUY	$80.41 - $81.14 $172,640 - $174,207	2,147 New	2,147 $173,000

Others Institutions Holding BSV

# of Institutions

1,237

Shares Held

375M

Call Options Held

Put Options Held

96.7K

View Full List

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

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Sugarloaf Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History