A detailed history of Wealthspire Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 123,138 shares of BSV stock, worth $9.48 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
123,138
Previous 131,868 6.62%
Holding current value
$9.48 Million
Previous $10.1 Million 4.2%
% of portfolio
0.1%
Previous 0.13%

Shares

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

Nov 13, 2024

SELL
$76.38 - $78.87 $666,797 - $688,535
-8,730 Reduced 6.62%
123,138 $9.69 Million
Q2 2024

Aug 08, 2024

BUY
$75.81 - $76.76 $1.41 Million - $1.43 Million
18,592 Added 16.41%
131,868 $10.1 Million
Q1 2024

May 06, 2024

BUY
$76.34 - $77.25 $243,753 - $246,659
3,193 Added 2.9%
113,276 $8.68 Million
Q4 2023

Feb 06, 2024

SELL
$74.64 - $77.03 $191,451 - $197,581
-2,565 Reduced 2.28%
110,083 $8.48 Million
Q3 2023

Nov 06, 2023

SELL
$74.97 - $75.93 $221,836 - $224,676
-2,959 Reduced 2.56%
112,648 $8.47 Million
Q2 2023

Jul 31, 2023

SELL
$75.52 - $76.97 $512,025 - $521,856
-6,780 Reduced 5.54%
115,607 $8.74 Million
Q1 2023

May 09, 2023

SELL
$74.67 - $76.76 $2.08 Million - $2.14 Million
-27,855 Reduced 18.54%
122,387 $9.36 Million
Q4 2022

Feb 13, 2023

BUY
$74.07 - $75.87 $1.39 Million - $1.43 Million
18,796 Added 14.3%
150,242 $11.3 Million
Q3 2022

Nov 14, 2022

BUY
$74.52 - $77.47 $4.85 Million - $5.04 Million
65,071 Added 98.04%
131,446 $9.84 Million
Q2 2022

Aug 09, 2022

BUY
$75.68 - $77.74 $3.21 Million - $3.3 Million
42,458 Added 177.52%
66,375 $5.1 Million
Q1 2022

May 09, 2022

BUY
$77.66 - $80.73 $307,455 - $319,610
3,959 Added 19.84%
23,917 $1.86 Million
Q4 2021

Feb 14, 2022

BUY
$80.78 - $81.98 $247,833 - $251,514
3,068 Added 18.16%
19,958 $1.61 Million
Q3 2021

Nov 15, 2021

BUY
$81.9 - $82.4 $422,276 - $424,854
5,156 Added 43.94%
16,890 $1.38 Million
Q2 2021

Aug 13, 2021

SELL
$82.08 - $82.43 $104,980 - $105,427
-1,279 Reduced 9.83%
11,734 $964,000
Q1 2021

May 17, 2021

BUY
$82.08 - $82.89 $80,766 - $81,563
984 Added 8.18%
13,013 $1.07 Million
Q4 2020

Feb 16, 2021

BUY
$82.67 - $82.96 $994,437 - $997,925
12,029 New
12,029 $997,000
Q2 2020

Aug 14, 2020

SELL
$81.78 - $83.12 $531,406 - $540,113
-6,498 Closed
0 $0
Q1 2020

May 12, 2020

BUY
$78.67 - $82.51 $511,197 - $536,149
6,498 New
6,498 $534,000

Others Institutions Holding BSV

About VANGUARD BD INDEX FD INC SHORT


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

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire 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 Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

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