Cassady Schiller Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History

Cassady Schiller Wealth Management, LLC

  • $236 Million
  • Q2 2024

A detailed history of Cassady Schiller Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 728 shares of BSV stock, worth $56,543. This represents 0.02% of its overall portfolio holdings.

Number of Shares
728
Previous 373 95.17%
Holding current value
$56,543
Previous $28,000 96.43%
% of portfolio
0.02%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$75.81 - $76.76 $26,912 - $27,249
355 Added 95.17%
728 $55,000
Q2 2023

Aug 10, 2023
SELL
$75.52 - $76.97 $106,332 - $108,373
-1,408 Reduced 79.06%
373 $28,000
Q4 2022

May 16, 2023
SELL
$74.07 - $75.87 $100,587 - $103,031
-1,358 Reduced 76.25%
423 $31,000
Q4 2022

Feb 13, 2023
BUY
$74.07 - $75.87 $131,918 - $135,124
1,781 New
1,781 $134,000
Q1 2022

May 12, 2022
SELL
$77.66 - $80.73 $123,168 - $128,037
-1,586 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$80.78 - $81.98 $128,117 - $130,020
1,586 New
1,586 $128,000

Others Institutions Holding BSV

# of Institutions
1,217
Shares Held
365M
Call Options Held
3.2K
Put Options Held
96.7K
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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