Vance Wealth, Inc. Vanguard Bd Index Fd Inc Short Transaction History

Vance Wealth, Inc.

$257 Million
Q4 2024

A detailed history of Vance Wealth, Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Vance Wealth, Inc. holds 3,467 shares of BSV stock, worth $273,130. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,467

Previous 3,450 0.49%

Holding current value

$273,130

Previous $271,000 1.48%

% of portfolio

0.1%

Previous 0.1%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$77.02 - $78.58 $1,309 - $1,335	17 Added 0.49%	3,467 $267,000
Q3 2024 Nov 08, 2024	BUY	$76.38 - $78.87 $4,964 - $5,126	65 Added 1.92%	3,450 $271,000
Q2 2024 Aug 02, 2024	BUY	$75.81 - $76.76 $7,201 - $7,292	95 Added 2.89%	3,385 $259,000
Q1 2024 Apr 30, 2024	SELL	$76.34 - $77.25 $3,053 - $3,090	-40 Reduced 1.2%	3,290 $252,000
Q4 2023 Feb 05, 2024	BUY	$74.64 - $77.03 $6,269 - $6,470	84 Added 2.59%	3,330 $256,000
Q3 2023 Nov 03, 2023	SELL	$74.97 - $75.93 $75,569 - $76,537	-1,008 Reduced 23.7%	3,246 $244,000
Q2 2023 Aug 02, 2023	BUY	$75.52 - $76.97 $321,262 - $327,430	4,254 New	4,254 $321,000
Q2 2022 Aug 09, 2022	SELL	$75.68 - $77.74 $13,092 - $13,449	-173 Reduced 2.84%	5,929 $455,000
Q1 2022 May 13, 2022	SELL	$77.66 - $80.73 $32,384 - $33,664	-417 Reduced 6.4%	6,102 $475,000
Q4 2021 Feb 18, 2022	BUY	$80.78 - $81.98 $526,604 - $534,427	6,519 New	6,519 $527,000

Others Institutions Holding BSV

# of Institutions

1,355

Shares Held

391M

Call Options Held

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

More about BSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vance Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Vance Wealth, Inc. with notifications on news.

Account