A detailed history of Wealth Advisory Solutions, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Wealth Advisory Solutions, LLC holds 8,314 shares of BSV stock, worth $642,007. This represents 0.18% of its overall portfolio holdings.

Number of Shares
8,314
Previous 8,326 0.14%
Holding current value
$642,007
Previous $638,000 2.51%
% of portfolio
0.18%
Previous 0.17%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$76.38 - $78.87 $916 - $946
-12 Reduced 0.14%
8,314 $654,000
Q2 2024

Jul 26, 2024

SELL
$75.81 - $76.76 $6,747 - $6,831
-89 Reduced 1.06%
8,326 $638,000
Q1 2024

Apr 23, 2024

SELL
$76.34 - $77.25 $86,035 - $87,060
-1,127 Reduced 11.81%
8,415 $645,000
Q4 2023

Feb 08, 2024

SELL
$74.64 - $77.03 $768,120 - $792,715
-10,291 Reduced 51.89%
9,542 $734,000
Q3 2023

Feb 07, 2024

BUY
$74.97 - $75.93 $620,376 - $628,320
8,275 Added 71.6%
19,833 $1.49 Million
Q2 2023

Aug 07, 2023

SELL
$75.52 - $76.97 $679 - $692
-9 Reduced 0.08%
11,558 $873,000
Q1 2023

May 15, 2023

SELL
$74.67 - $76.76 $607,515 - $624,519
-8,136 Reduced 41.29%
11,567 $884,000
Q4 2022

Feb 10, 2023

SELL
$74.07 - $75.87 $985,945 - $1.01 Million
-13,311 Reduced 40.32%
19,703 $1.48 Million
Q3 2022

Nov 16, 2022

SELL
$74.52 - $77.47 $7.1 Million - $7.38 Million
-95,265 Reduced 74.26%
33,014 $2.47 Million
Q2 2022

Aug 05, 2022

SELL
$75.68 - $77.74 $2.16 Million - $2.22 Million
-28,607 Reduced 18.23%
128,279 $9.85 Million
Q1 2022

May 16, 2022

SELL
$77.66 - $80.73 $667,720 - $694,116
-8,598 Reduced 5.2%
156,886 $12.2 Million
Q3 2021

Nov 03, 2021

BUY
$81.9 - $82.4 $2.17 Million - $2.18 Million
26,465 Added 19.04%
165,484 $13.6 Million
Q2 2021

Jul 21, 2021

SELL
$82.08 - $82.43 $2.01 Million - $2.02 Million
-24,450 Reduced 14.96%
139,019 $11.4 Million
Q1 2021

May 13, 2021

BUY
$82.08 - $82.89 $7 Million - $7.07 Million
85,250 Added 108.99%
163,469 $13,000
Q4 2020

Jan 28, 2021

SELL
$82.67 - $82.96 $775,031 - $777,749
-9,375 Reduced 10.7%
78,219 $6.48 Million
Q3 2020

Dec 29, 2020

BUY
$82.96 - $83.3 $190,808 - $191,590
2,300 Added 2.7%
87,594 $7.27 Million
Q2 2020

Dec 23, 2020

BUY
$81.78 - $83.12 $186,049 - $189,098
2,275 Added 2.74%
85,294 $7.09 Million
Q1 2020

Dec 18, 2020

BUY
$78.67 - $82.51 $6.53 Million - $6.85 Million
83,019 New
83,019 $6.82 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 Wealth Advisory Solutions, LLC Portfolio

Follow Wealth Advisory Solutions, 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 Wealth Advisory Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Advisory Solutions, LLC with notifications on news.