Trellis Wealth Advisors LLC Vanguard Bd Index Fd Inc Short Transaction History

Trellis Wealth Advisors LLC

  • $206 Billion
  • Q1 2025

A detailed history of Trellis Wealth Advisors LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Trellis Wealth Advisors LLC holds 170,747 shares of BSV stock, worth $13.5 Million. This represents 6.49% of its overall portfolio holdings.

Number of Shares
170,747
Previous 169,834 0.54%
Holding current value
$13.5 Million
Previous $13.1 Billion 1.85%
% of portfolio
6.49%
Previous 6.6%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$76.94 - $78.28 $70,246 - $71,469
913 Added 0.54%
170,747 $13.4 Billion
Q4 2024

Feb 03, 2025
BUY
$77.02 - $78.58 $1.14 Million - $1.17 Million
14,849 Added 9.58%
169,834 $13.1 Billion
Q3 2024

Oct 21, 2024
BUY
$76.38 - $78.87 $1.11 Million - $1.14 Million
14,499 Added 10.32%
154,985 $12.2 Billion
Q2 2024

Jul 30, 2024
BUY
$75.81 - $76.76 $1.13 Million - $1.14 Million
14,878 Added 11.84%
140,486 $10.8 Billion
Q1 2024

Apr 19, 2024
BUY
$76.34 - $77.25 $18,168 - $18,385
238 Added 0.19%
125,608 $9.63 Billion
Q4 2023

Jan 19, 2024
BUY
$74.64 - $77.03 $1.71 Million - $1.77 Million
22,952 Added 22.41%
125,370 $9.66 Billion
Q3 2023

Oct 23, 2023
BUY
$74.97 - $75.93 $1.1 Million - $1.11 Million
14,683 Added 16.74%
102,418 $7.7 Billion
Q2 2023

Aug 10, 2023
BUY
$75.52 - $76.97 $6.63 Million - $6.75 Million
87,735 New
87,735 $6.63 Billion
Q1 2023

Aug 10, 2023
BUY
$74.67 - $76.76 $1.8 Million - $1.85 Million
24,153 Added 68.52%
59,403 $4.54 Billion
Q4 2022

Aug 10, 2023
SELL
$74.07 - $75.87 $3.89 Million - $3.98 Million
-52,485 Reduced 59.82%
35,250 $2.65 Billion

Others Institutions Holding BSV

# of Institutions
1,349
Shares Held
392M
Call Options Held
0
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
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