Topel & Distasi Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History

Topel & Distasi Wealth Management, LLC

$214 Million
Q1 2025

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 5,332 shares of BSV stock, worth $416,375. This represents 0.19% of its overall portfolio holdings.

Number of Shares

5,332

Previous 5,332 -0.0%

Holding current value

$416,375

Previous $412,000 1.21%

% of portfolio

0.19%

Previous 0.18%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 06, 2024	BUY	$76.34 - $77.25 $4,046 - $4,094	53 Added 1.0%	5,332 $408,000
Q1 2023 May 12, 2023	SELL	$74.67 - $76.76 $71,459 - $73,459	-957 Reduced 15.35%	5,279 $403,000
Q3 2022 Nov 21, 2022	SELL	$74.52 - $77.47 $77,947 - $81,033	-1,046 Reduced 14.36%	6,236 $468,000
Q2 2022 Aug 05, 2022	SELL	$75.68 - $77.74 $6.66 Million - $6.84 Million	-87,940 Reduced 92.35%	7,282 $559,000
Q1 2022 Apr 21, 2022	SELL	$77.66 - $80.73 $2.67 Million - $2.78 Million	-34,388 Reduced 26.53%	95,222 $7.42 Million
Q4 2021 Feb 23, 2022	BUY	$80.78 - $81.98 $10.5 Million - $10.6 Million	129,610 New	129,610 $10.5 Million

Others Institutions Holding BSV

# of Institutions

1,355

Shares Held

394M

Call Options Held

Put Options Held

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About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
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Topel & Distasi Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History