Wescott Financial Advisory Group, LLC Vanguard Bd Index Fd Inc Short Transaction History

Wescott Financial Advisory Group, LLC

$862 Million
Q4 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 45,747 shares of BSV stock, worth $3.57 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

45,747

Previous 52,561 12.96%

Holding current value

$3.57 Million

Previous $4.14 Million 14.56%

% of portfolio

0.41%

Previous 0.5%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	SELL	$77.02 - $78.58 $524,814 - $535,444	-6,814 Reduced 12.96%	45,747 $3.53 Million
Q3 2024 Nov 12, 2024	SELL	$76.38 - $78.87 $399,009 - $412,016	-5,224 Reduced 9.04%	52,561 $4.14 Million
Q2 2024 Aug 14, 2024	BUY	$75.81 - $76.76 $16,602 - $16,810	219 Added 0.38%	57,785 $4.43 Million
Q1 2024 May 13, 2024	SELL	$76.34 - $77.25 $344,293 - $348,397	-4,510 Reduced 7.27%	57,566 $4.41 Million
Q4 2023 Feb 13, 2024	SELL	$74.64 - $77.03 $429,329 - $443,076	-5,752 Reduced 8.48%	62,076 $4.78 Million
Q3 2023 Nov 09, 2023	BUY	$74.97 - $75.93 $616,253 - $624,144	8,220 Added 13.79%	67,828 $5.1 Million
Q2 2023 Aug 11, 2023	SELL	$75.52 - $76.97 $167,880 - $171,104	-2,223 Reduced 3.6%	59,608 $4.5 Million
Q1 2023 May 10, 2023	SELL	$74.67 - $76.76 $105,508 - $108,461	-1,413 Reduced 2.23%	61,831 $4.73 Million
Q4 2022 Feb 06, 2023	SELL	$74.07 - $75.87 $1.19 Million - $1.22 Million	-16,132 Reduced 20.32%	63,244 $4.76 Million
Q3 2022 Nov 14, 2022	SELL	$74.52 - $77.47 $287,796 - $299,189	-3,862 Reduced 4.64%	79,376 $5.94 Million
Q2 2022 Jul 28, 2022	BUY	$75.68 - $77.74 $6.3 Million - $6.47 Million	83,238 New	83,238 $6.39 Million

Others Institutions Holding BSV

# of Institutions

1,348

Shares Held

386M

Call Options Held

Put Options Held

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About VANGUARD BD INDEX FD INC SHORT

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Wescott Financial Advisory Group, LLC Vanguard Bd Index Fd Inc Short Transaction History