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

Trellis Wealth Advisors LLC

$199 Billion
Q4 2024

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 169,834 shares of BSV stock, worth $13.2 Million. This represents 6.6% of its overall portfolio holdings.

Number of Shares

169,834

Previous 154,985 9.58%

Holding current value

$13.2 Million

Previous $12.2 Billion 7.6%

% of portfolio

6.6%

Previous 6.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,340

Shares Held

386M

Call Options Held

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

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