Wetherby Asset Management Inc Vanguard Bd Index Fd Inc Short Transaction History

Wetherby Asset Management Inc

  • $2.19 Billion
  • Q2 2025

A detailed history of Wetherby Asset Management Inc transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Wetherby Asset Management Inc holds 3,528 shares of BSV stock, worth $278,006. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,528
Previous 13,115 73.1%
Holding current value
$278,006
Previous $1.01 Million 72.66%
% of portfolio
0.01%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$77.74 - $78.78 $745,293 - $755,263
-9,587 Reduced 73.1%
3,528 $277,000
Q4 2024

Feb 14, 2025
BUY
$77.02 - $78.58 $308 - $314
4 Added 0.03%
13,115 $1.01 Million
Q2 2024

Aug 14, 2024
BUY
$75.81 - $76.76 $993,944 - $1.01 Million
13,111 New
13,111 $1.01 Million
Q2 2023

Aug 14, 2023
BUY
$75.52 - $76.97 $721,593 - $735,448
9,555 New
9,555 $722,000
Q1 2022

May 16, 2022
SELL
$77.66 - $80.73 $524,981 - $545,734
-6,760 Reduced 44.17%
8,544 $666,000
Q4 2021

Feb 14, 2022
BUY
$80.78 - $81.98 $234,262 - $237,742
2,900 Added 23.38%
15,304 $1.24 Million
Q3 2021

Nov 15, 2021
SELL
$81.9 - $82.4 $503,439 - $506,512
-6,147 Reduced 33.14%
12,404 $1.02 Million
Q2 2021

Aug 16, 2021
BUY
$82.08 - $82.43 $1.02 Million - $1.02 Million
12,401 Added 201.64%
18,551 $1.52 Million
Q1 2021

May 14, 2021
SELL
$82.08 - $82.89 $523,342 - $528,506
-6,376 Reduced 50.9%
6,150 $505,000
Q4 2020

Feb 11, 2021
SELL
$82.67 - $82.96 $7,440 - $7,466
-90 Reduced 0.71%
12,526 $1.04 Million
Q3 2020

Nov 13, 2020
BUY
$82.96 - $83.3 $1.05 Million - $1.05 Million
12,616 New
12,616 $1.05 Million

Others Institutions Holding BSV

# of Institutions
1,376
Shares Held
415M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD BD INDEX FD INC SHORT

BSV Quotes by TradingView
  • Ticker BSV
  • Sector ETFs
  • Industry ETFs
More about BSV
Track This Portfolio

Track Wetherby Asset Management Inc Portfolio

Follow Wetherby Asset Management Inc 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 Wetherby Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wetherby Asset Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email