Ascent Wealth Partners, LLC Vanguard Bd Index Fd Inc Short Transaction History

Ascent Wealth Partners, LLC

  • $736 Million
  • Q4 2024

A detailed history of Ascent Wealth Partners, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Ascent Wealth Partners, LLC holds 23,473 shares of BSV stock, worth $1.82 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
23,473
Previous 21,662 8.36%
Holding current value
$1.82 Million
Previous $1.7 Million 6.4%
% of portfolio
0.25%
Previous 0.24%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$77.02 - $78.58 $139,483 - $142,308
1,811 Added 8.36%
23,473 $1.81 Million
Q3 2024

Oct 31, 2024
SELL
$76.38 - $78.87 $55,069 - $56,865
-721 Reduced 3.22%
21,662 $1.7 Million
Q2 2024

Jul 31, 2024
BUY
$75.81 - $76.76 $149,042 - $150,910
1,966 Added 9.63%
22,383 $1.72 Million
Q1 2024

May 01, 2024
SELL
$76.34 - $77.25 $19,008 - $19,235
-249 Reduced 1.2%
20,417 $1.57 Million
Q4 2023

Jan 22, 2024
BUY
$74.64 - $77.03 $4,105 - $4,236
55 Added 0.27%
20,666 $1.59 Million
Q3 2023

Oct 20, 2023
SELL
$74.97 - $75.93 $34,636 - $35,079
-462 Reduced 2.19%
20,611 $1.55 Million
Q2 2023

Aug 04, 2023
SELL
$75.52 - $76.97 $10,044 - $10,237
-133 Reduced 0.63%
21,073 $1.59 Million
Q1 2023

Apr 25, 2023
BUY
$74.67 - $76.76 $7,467 - $7,676
100 Added 0.47%
21,206 $1.62 Million
Q4 2022

Feb 02, 2023
SELL
$74.07 - $75.87 $32,590 - $33,382
-440 Reduced 2.04%
21,106 $1.59 Million
Q3 2022

Nov 14, 2022
BUY
$74.52 - $77.47 $945,733 - $983,171
12,691 Added 143.32%
21,546 $1.61 Million
Q2 2022

Aug 10, 2022
BUY
$75.68 - $77.74 $670,146 - $688,387
8,855 New
8,855 $680,000

Others Institutions Holding BSV

# of Institutions
1,331
Shares Held
400M
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
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