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 17,255 shares of BSV stock, worth $1.34 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
17,255
Previous 17,024 1.36%
Holding current value
$1.34 Million
Previous $1.31 Million 1.38%
% of portfolio
0.35%
Previous 0.33%

Shares

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

About VANGUARD BD INDEX FD INC SHORT


  • Ticker BSV
  • Sector ETFs
  • Industry ETFs
More about BSV
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