Verity Wealth Advisors Vanguard Bd Index Fd Inc Short Transaction History
Verity Wealth Advisors
- $133 Million
- Q2 2024
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 13,263 shares of BSV stock, worth $1.05 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
13,263
Previous 12,638
4.95%
Holding current value
$1.05 Million
Previous $968,000
5.06%
% of portfolio
0.76%
Previous 0.74%
Shares
8 transactions
Others Institutions Holding BSV
# of Institutions
1,215Shares Held
363MCall Options Held
3.2KPut Options Held
0-
Envestnet Asset Management Inc50.3MShares$3.96 Billion1.37% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.2 Billion0.17% of portfolio
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Mercer Global Advisors Inc Denver, CO25.4MShares$2.01 Billion4.94% of portfolio
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Goldman Sachs Group Inc New York, NY19.2MShares$1.51 Billion0.25% of portfolio
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Jpmorgan Chase & CO New York, NY18.3MShares$1.44 Billion0.12% of portfolio