Discipline Wealth Solutions, LLC Vanguard Bd Index Fd Inc Short Transaction History

Discipline Wealth Solutions, LLC

  • $207 Million
  • Q4 2024

A detailed history of Discipline Wealth Solutions, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 20,555 shares of BSV stock, worth $1.61 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
20,555
Previous 24,273 15.32%
Holding current value
$1.61 Million
Previous $1.91 Million 16.86%
% of portfolio
0.77%
Previous 1.05%

Shares

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

Feb 26, 2025
SELL
$77.02 - $78.58 $286,360 - $292,160
-3,718 Reduced 15.32%
20,555 $1.59 Million
Q3 2024

Nov 19, 2024
BUY
$76.38 - $78.87 $500,518 - $516,835
6,553 Added 36.98%
24,273 $1.91 Million
Q2 2024

Aug 07, 2024
BUY
$75.81 - $76.76 $232,054 - $234,962
3,061 Added 20.88%
17,720 $1.36 Million
Q1 2024

May 03, 2024
SELL
$76.34 - $77.25 $384,066 - $388,644
-5,031 Reduced 25.55%
14,659 $1.12 Million
Q4 2023

Feb 09, 2024
BUY
$74.64 - $77.03 $1.47 Million - $1.52 Million
19,690 New
19,690 $1.52 Million

Others Institutions Holding BSV

# of Institutions
1,351
Shares Held
386M
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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