A detailed history of Waterford Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Waterford Advisors, LLC holds 150,401 shares of BSV stock, worth $11.8 Million. This represents 4.84% of its overall portfolio holdings.

Number of Shares
150,401
Previous 146,563 2.62%
Holding current value
$11.8 Million
Previous $11.2 Million 2.66%
% of portfolio
4.84%
Previous 4.77%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$75.81 - $76.76 $290,958 - $294,604
3,838 Added 2.62%
150,401 $11.5 Million
Q1 2024

May 15, 2024

BUY
$76.34 - $77.25 $1.06 Million - $1.07 Million
13,891 Added 10.47%
146,563 $11.2 Million
Q4 2023

Feb 13, 2024

BUY
$74.64 - $77.03 $9.9 Million - $10.2 Million
132,672 New
132,672 $10.2 Million

Others Institutions Holding BSV

About VANGUARD BD INDEX FD INC SHORT


  • Ticker BSV
  • Sector ETFs
  • Industry ETFs
More about BSV
Track This Portfolio

Track Waterford Advisors, LLC Portfolio

Follow Waterford Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Waterford Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Waterford Advisors, LLC with notifications on news.