Wealth Dimensions Group, Ltd. Vanguard Bd Index Fd Inc Short Transaction History

Wealth Dimensions Group, Ltd.

$408 Million
Q4 2024

A detailed history of Wealth Dimensions Group, Ltd. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 245,106 shares of BSV stock, worth $19 Million. This represents 4.65% of its overall portfolio holdings.

Number of Shares

245,106

Previous 232,378 5.48%

Holding current value

$19 Million

Previous $18.3 Million 3.58%

% of portfolio

4.65%

Previous 4.64%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$77.02 - $78.58 $980,310 - $1 Million	12,728 Added 5.48%	245,106 $18.9 Million
Q3 2024 Nov 12, 2024	SELL	$76.38 - $78.87 $38,801 - $40,065	-508 Reduced 0.22%	232,378 $18.3 Million
Q2 2024 Aug 09, 2024	SELL	$75.81 - $76.76 $34,493 - $34,925	-455 Reduced 0.19%	232,886 $17.9 Million
Q1 2024 May 09, 2024	BUY	$76.34 - $77.25 $151,076 - $152,877	1,979 Added 0.86%	233,341 $17.9 Million
Q4 2023 Feb 09, 2024	SELL	$74.64 - $77.03 $459,259 - $473,965	-6,153 Reduced 2.59%	231,362 $17.8 Million
Q3 2023 Nov 14, 2023	BUY	$74.97 - $75.93 $69,947 - $70,842	933 Added 0.39%	237,515 $17.9 Million
Q2 2023 Aug 14, 2023	SELL	$75.52 - $76.97 $330,022 - $336,358	-4,370 Reduced 1.81%	236,582 $17.9 Million
Q1 2023 May 09, 2023	SELL	$74.67 - $76.76 $90,276 - $92,802	-1,209 Reduced 0.5%	240,952 $18.4 Million
Q4 2022 Feb 10, 2023	BUY	$74.07 - $75.87 $15.7 Million - $16.1 Million	211,954 Added 701.67%	242,161 $18.2 Million
Q3 2022 Nov 10, 2022	SELL	$74.52 - $77.47 $279,822 - $290,899	-3,755 Reduced 11.06%	30,207 $2.26 Million
Q2 2022 Aug 05, 2022	BUY	$75.68 - $77.74 $501,682 - $515,338	6,629 Added 24.25%	33,962 $2.61 Million
Q1 2022 May 04, 2022	SELL	$77.66 - $80.73 $29,976 - $31,161	-386 Reduced 1.39%	27,333 $2.13 Million
Q4 2021 Feb 04, 2022	BUY	$80.78 - $81.98 $182,805 - $185,520	2,263 Added 8.89%	27,719 $2.24 Million
Q3 2021 Nov 03, 2021	BUY	$81.9 - $82.4 $81 - $82	1 Added 0.0%	25,456 $2.09 Million
Q1 2021 May 13, 2021	SELL	$82.08 - $82.89 $30,780 - $31,083	-375 Reduced 1.45%	25,455 $2.09 Million
Q4 2020 Feb 17, 2021	BUY	$82.67 - $82.96 $2.14 Million - $2.14 Million	25,830 New	25,830 $2.14 Million

Others Institutions Holding BSV

# of Institutions

1,341

Shares Held

386M

Call Options Held

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

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Wealth Dimensions Group, Ltd. Vanguard Bd Index Fd Inc Short Transaction History