Burt Wealth Advisors Vanguard Bd Index Fd Inc Short Transaction History

Burt Wealth Advisors

$399 Million
Q3 2024

A detailed history of Burt Wealth Advisors transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Burt Wealth Advisors holds 15,463 shares of BSV stock, worth $1.19 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

15,463

Previous 17,255 10.39%

Holding current value

$1.19 Million

Previous $1.32 Million 8.09%

% of portfolio

0.3%

Previous 0.35%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$76.38 - $78.87 $136,872 - $141,335	-1,792 Reduced 10.39%	15,463 $1.22 Million
Q2 2024 Jul 16, 2024	BUY	$75.81 - $76.76 $17,512 - $17,731	231 Added 1.36%	17,255 $1.32 Million
Q1 2024 Apr 18, 2024	BUY	$76.34 - $77.25 $1,145 - $1,158	15 Added 0.09%	17,024 $1.31 Million
Q4 2023 Feb 01, 2024	SELL	$74.64 - $77.03 $80,611 - $83,192	-1,080 Reduced 5.97%	17,009 $1.31 Million
Q3 2023 Oct 11, 2023	BUY	$74.97 - $75.93 $386,095 - $391,039	5,150 Added 39.8%	18,089 $1.36 Million
Q2 2023 Jul 18, 2023	SELL	$75.52 - $76.97 $5,059 - $5,156	-67 Reduced 0.52%	12,939 $977,000
Q1 2023 Apr 13, 2023	SELL	$74.67 - $76.76 $274,934 - $282,630	-3,682 Reduced 22.06%	13,006 $994,000
Q4 2022 Jan 17, 2023	BUY	$74.07 - $75.87 $488,343 - $500,210	6,593 Added 65.31%	16,688 $1.26 Million
Q3 2022 Oct 11, 2022	BUY	$74.52 - $77.47 $752,279 - $782,059	10,095 New	10,095 $755,000
Q1 2021 Apr 15, 2021	SELL	$82.08 - $82.89 $61,970 - $62,581	-755 Closed	0 $0
Q1 2019 Apr 24, 2019	BUY	N/A	382 Added 102.41%	755 $60,000
Q2 2017 Aug 07, 2017	BUY	N/A	373	373 $30,000

Others Institutions Holding BSV

# of Institutions

1,242

Shares Held

376M

Call Options Held

Put Options Held

96.7K

View Full List

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

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Burt Wealth Advisors Vanguard Bd Index Fd Inc Short Transaction History