Verity Wealth Advisors Vanguard Bd Index Fd Inc Short Transaction History
Verity Wealth Advisors
- $135 Million
- Q1 2025
A detailed history of Verity Wealth Advisors transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Verity Wealth Advisors holds 14,673 shares of BSV stock, worth $1.15 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
14,673
Previous 15,496
5.31%
Holding current value
$1.15 Million
Previous $1.2 Million
4.09%
% of portfolio
0.85%
Previous 0.87%
Shares
10 transactions
Others Institutions Holding BSV
# of Institutions
1,355Shares Held
394MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.8MShares$4.2 Billion1.41% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.6MShares$2.47 Billion5.76% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.59 Billion0.12% of portfolio
-
Allworth Financial LP18.4MShares$1.44 Billion8.29% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO17.3MShares$1.35 Billion4.45% of portfolio