A detailed history of Three Bridge Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Three Bridge Wealth Advisors, LLC holds 2,805 shares of BSV stock, worth $219,463. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,805
Previous 2,782 0.83%
Holding current value
$219,463
Previous $213,000 0.94%
% of portfolio
0.09%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$75.81 - $76.76 $1,743 - $1,765
23 Added 0.83%
2,805 $215,000
Q1 2024

May 14, 2024

BUY
$76.34 - $77.25 $1,068 - $1,081
14 Added 0.51%
2,782 $213,000
Q4 2023

Feb 08, 2024

BUY
$74.64 - $77.03 $2,015 - $2,079
27 Added 0.99%
2,768 $213,000
Q3 2023

Nov 13, 2023

BUY
$74.97 - $75.93 $1,349 - $1,366
18 Added 0.66%
2,741 $206,000
Q2 2023

Jul 28, 2023

BUY
$75.52 - $76.97 $1,132 - $1,154
15 Added 0.55%
2,723 $205,000
Q1 2023

May 11, 2023

BUY
$74.67 - $76.76 $202,206 - $207,866
2,708 New
2,708 $207,000

Others Institutions Holding BSV

About VANGUARD BD INDEX FD INC SHORT


  • Ticker BSV
  • Sector ETFs
  • Industry ETFs
More about BSV
Track This Portfolio

Track Three Bridge Wealth Advisors, LLC Portfolio

Follow Three Bridge Wealth Advisors, LLC 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 Three Bridge Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Three Bridge Wealth Advisors, LLC with notifications on news.