Vista Wealth Management Group, LLC Vanguard Bd Index Fd Inc Short Transaction History

Vista Wealth Management Group, LLC

$1.47 Billion
Q1 2025

A detailed history of Vista Wealth Management Group, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 22,874 shares of BSV stock, worth $1.8 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

22,874

Previous 22,541 1.48%

Holding current value

$1.8 Million

Previous $1.74 Million 2.76%

% of portfolio

0.12%

Previous 0.12%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$76.94 - $78.28 $25,621 - $26,067	333 Added 1.48%	22,874 $1.79 Million
Q4 2024 Jan 27, 2025	BUY	$77.02 - $78.58 $27,342 - $27,895	355 Added 1.6%	22,541 $1.74 Million
Q3 2024 Nov 06, 2024	SELL	$76.38 - $78.87 $81,650 - $84,312	-1,069 Reduced 4.6%	22,186 $1.75 Million
Q2 2024 Jul 30, 2024	BUY	$75.81 - $76.76 $195,438 - $197,887	2,578 Added 12.47%	23,255 $1.78 Million
Q1 2024 Apr 29, 2024	BUY	$76.34 - $77.25 $45,727 - $46,272	599 Added 2.98%	20,677 $1.59 Million
Q4 2023 Feb 12, 2024	SELL	$74.64 - $77.03 $82,104 - $84,733	-1,100 Reduced 5.19%	20,078 $1.55 Million
Q3 2023 Nov 14, 2023	SELL	$74.97 - $75.93 $27,663 - $28,018	-369 Reduced 1.71%	21,178 $1.59 Million
Q2 2023 Aug 02, 2023	SELL	$75.52 - $76.97 $8,760 - $8,928	-116 Reduced 0.54%	21,547 $1.63 Million
Q1 2023 May 04, 2023	BUY	$74.67 - $76.76 $1.09 Million - $1.12 Million	14,654 Added 209.07%	21,663 $1.66 Million
Q4 2022 Feb 07, 2023	BUY	$74.07 - $75.87 $111,697 - $114,411	1,508 Added 27.41%	7,009 $527,000
Q3 2022 Oct 25, 2022	SELL	$74.52 - $77.47 $42,699 - $44,390	-573 Reduced 9.43%	5,501 $409,000
Q2 2022 Jul 14, 2022	SELL	$75.68 - $77.74 $409,353 - $420,495	-5,409 Reduced 47.1%	6,074 $466,000
Q1 2022 May 04, 2022	BUY	$77.66 - $80.73 $224,126 - $232,986	2,886 Added 33.57%	11,483 $895,000
Q4 2021 Jan 19, 2022	SELL	$80.78 - $81.98 $3.71 Million - $3.76 Million	-45,907 Reduced 84.23%	8,597 $695,000
Q3 2021 Nov 02, 2021	BUY	$81.9 - $82.4 $3.4 Million - $3.42 Million	41,528 Added 320.04%	54,504 $4.47 Million
Q2 2021 Jul 27, 2021	BUY	$82.08 - $82.43 $849,692 - $853,315	10,352 Added 394.51%	12,976 $1.07 Million
Q1 2021 Apr 26, 2021	SELL	$82.08 - $82.89 $1,149 - $1,160	-14 Reduced 0.53%	2,624 $216,000
Q4 2020 Jan 25, 2021	SELL	$82.67 - $82.96 $5,456 - $5,475	-66 Reduced 2.44%	2,638 $219,000
Q3 2020 Oct 26, 2020	SELL	$82.96 - $83.3 $293,346 - $294,548	-3,536 Reduced 56.67%	2,704 $225,000
Q2 2020 Jul 14, 2020	SELL	$81.78 - $83.12 $166,340 - $169,066	-2,034 Reduced 24.58%	6,240 $519,000
Q1 2020 May 01, 2020	SELL	$78.67 - $82.51 $59,395 - $62,295	-755 Reduced 8.36%	8,274 $680,000
Q4 2019 Feb 03, 2020	BUY	$80.41 - $81.14 $726,021 - $732,613	9,029 New	9,029 $728,000

Others Institutions Holding BSV

# of Institutions

1,374

Shares Held

399M

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 Vista Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vista Wealth Management Group, LLC with notifications on news.

Account

Vista Wealth Management Group, LLC Vanguard Bd Index Fd Inc Short Transaction History