Vestia Personal Wealth Advisors Vanguard Bd Index Fd Inc Short Transaction History
Vestia Personal Wealth Advisors
- $126 Billion
- Q1 2025
A detailed history of Vestia Personal Wealth Advisors transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 5,423 shares of BSV stock, worth $422,994. This represents 0.34% of its overall portfolio holdings.
Number of Shares
5,423
Previous 5,407
0.3%
Holding current value
$422,994
Previous $418 Million
1.6%
% of portfolio
0.34%
Previous 0.34%
Shares
4 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