Andrews, Lucia Wealth Management LLC Vanguard Bd Index Fd Inc Short Transaction History

Andrews, Lucia Wealth Management LLC

$146 Million
Q1 2025

A detailed history of Andrews, Lucia Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 12,779 shares of BSV stock, worth $999,062. This represents 0.69% of its overall portfolio holdings.

Number of Shares

12,779

Previous 13,051 2.08%

Holding current value

$999,062

Previous $1.01 Million 0.79%

% of portfolio

0.69%

Previous 0.68%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$76.94 - $78.28 $20,927 - $21,292	-272 Reduced 2.08%	12,779 $1 Million
Q4 2024 Jan 15, 2025	SELL	$77.02 - $78.58 $29,498 - $30,096	-383 Reduced 2.85%	13,051 $1.01 Million
Q3 2024 Oct 11, 2024	SELL	$76.38 - $78.87 $102,196 - $105,528	-1,338 Reduced 9.06%	13,434 $1.06 Million
Q1 2024 May 14, 2024	SELL	$76.34 - $77.25 $48,170 - $48,744	-631 Reduced 4.1%	14,772 $1.13 Million
Q4 2023 Feb 09, 2024	SELL	$74.64 - $77.03 $15,226 - $15,714	-204 Reduced 1.31%	15,403 $1.19 Million
Q3 2023 Nov 02, 2023	SELL	$74.97 - $75.93 $39,284 - $39,787	-524 Reduced 3.25%	15,607 $1.17 Million
Q2 2023 Aug 04, 2023	SELL	$75.52 - $76.97 $166,748 - $169,949	-2,208 Reduced 12.04%	16,131 $1.22 Million
Q1 2023 May 03, 2023	SELL	$74.67 - $76.76 $27,627 - $28,401	-370 Reduced 1.98%	18,339 $1.4 Million
Q4 2022 Feb 13, 2023	SELL	$74.07 - $75.87 $82,958 - $84,974	-1,120 Reduced 5.65%	18,709 $1.41 Million
Q3 2022 Nov 01, 2022	SELL	$74.52 - $77.47 $265,589 - $276,103	-3,564 Reduced 15.24%	19,829 $1.48 Million
Q2 2022 Jul 28, 2022	BUY	$75.68 - $77.74 $99,519 - $102,228	1,315 Added 5.96%	23,393 $1.82 Million
Q4 2021 Feb 04, 2022	BUY	$80.78 - $81.98 $1.78 Million - $1.81 Million	22,078 New	22,078 $1.79 Million

Others Institutions Holding BSV

# of Institutions

1,350

Shares Held

387M

Call Options Held

Put Options Held

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About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

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Andrews, Lucia Wealth Management LLC Vanguard Bd Index Fd Inc Short Transaction History