Acorn Wealth Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History

Acorn Wealth Advisors, LLC

$226 Million
Q4 2024

A detailed history of Acorn Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 8,768 shares of BSV stock, worth $679,432. This represents 0.3% of its overall portfolio holdings.

Number of Shares

8,768

Previous 4,135 112.04%

Holding current value

$679,432

Previous $325,000 108.31%

% of portfolio

0.3%

Previous 0.15%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$77.02 - $78.58 $356,833 - $364,061	4,633 Added 112.04%	8,768 $677,000
Q3 2024 Nov 13, 2024	BUY	$76.38 - $78.87 $315,831 - $326,127	4,135 New	4,135 $325,000
Q2 2023 Aug 02, 2023	BUY	$75.52 - $76.97 $1,434 - $1,462	19 Added 0.55%	3,486 $263,000
Q1 2023 May 09, 2023	BUY	$74.67 - $76.76 $821 - $844	11 Added 0.32%	3,467 $265,000
Q4 2022 Feb 10, 2023	BUY	$74.07 - $75.87 $2,962 - $3,034	40 Added 1.17%	3,456 $260,000
Q2 2022 Aug 08, 2022	SELL	$75.68 - $77.74 $71,593 - $73,542	-946 Reduced 21.69%	3,416 $262,000
Q1 2022 May 03, 2022	SELL	$77.66 - $80.73 $1,009 - $1,049	-13 Reduced 0.3%	4,362 $340,000
Q4 2021 Feb 14, 2022	BUY	$80.78 - $81.98 $12,844 - $13,034	159 Added 3.77%	4,375 $354,000
Q3 2021 Nov 12, 2021	SELL	$81.9 - $82.4 $245 - $247	-3 Reduced 0.07%	4,216 $345,000
Q2 2021 Aug 16, 2021	BUY	$82.08 - $82.43 $131,902 - $132,465	1,607 Added 61.52%	4,219 $347,000
Q1 2021 May 14, 2021	SELL	$82.08 - $82.89 $492 - $497	-6 Reduced 0.23%	2,612 $215,000
Q4 2020 Feb 16, 2021	SELL	$82.67 - $82.96 $248 - $248	-3 Reduced 0.11%	2,618 $217,000
Q3 2020 Nov 04, 2020	SELL	$82.96 - $83.3 $2,322 - $2,332	-28 Reduced 1.06%	2,621 $218,000
Q2 2020 Aug 19, 2020	BUY	$81.78 - $83.12 $981 - $997	12 Added 0.46%	2,649 $220,000
Q1 2020 May 13, 2020	SELL	$78.67 - $82.51 $51,135 - $53,631	-650 Reduced 19.77%	2,637 $216,000
Q4 2019 Feb 07, 2020	SELL	$80.41 - $81.14 $8,764 - $8,844	-109 Reduced 3.21%	3,287 $265,000
Q3 2019 Nov 21, 2019	SELL	$80.39 - $80.84 $9,084 - $9,134	-113 Reduced 3.22%	3,396 $274,000
Q2 2019 Aug 14, 2019	BUY	N/A	100 Added 2.93%	3,509 $283,000
Q1 2019 May 08, 2019	SELL	N/A	-1 Reduced 0.03%	3,409 $270,000
Q4 2018 Feb 04, 2019	BUY	N/A	14 Added 0.41%	3,410 $268,000
Q3 2018 Nov 13, 2018	SELL	N/A	-172 Reduced 4.82%	3,396 $264,000
Q2 2018 Aug 10, 2018	SELL	N/A	-348 Reduced 8.89%	3,568 $279,000
Q1 2018 May 14, 2018	SELL	N/A	-2,542 Reduced 39.36%	3,916 $306,000
Q4 2017 Feb 14, 2018	BUY	N/A	6,458	6,458 $510,000

Others Institutions Holding BSV

# of Institutions

1,334

Shares Held

386M

Call Options Held

Put Options Held

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About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
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Acorn Wealth Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History