High Net Worth Advisory Group LLC Vanguard Bd Index Fd Inc Short Transaction History

High Net Worth Advisory Group LLC

$345 Million
Q4 2024

A detailed history of High Net Worth Advisory Group LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 2,810 shares of BSV stock, worth $217,746. This represents 0.06% of its overall portfolio holdings.

Number of Shares

2,810

Previous 3,510 19.94%

Holding current value

$217,746

Previous $276,000 21.38%

% of portfolio

0.06%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$77.02 - $78.58 $53,914 - $55,006	-700 Reduced 19.94%	2,810 $217,000
Q3 2024 Oct 11, 2024	SELL	$76.38 - $78.87 $45,828 - $47,322	-600 Reduced 14.6%	3,510 $276,000
Q4 2023 Jan 08, 2024	SELL	$74.64 - $77.03 $37,693 - $38,900	-505 Reduced 10.94%	4,110 $316,000
Q2 2023 Jul 07, 2023	BUY	$75.52 - $76.97 $348,524 - $355,216	4,615 New	4,615 $348,000
Q4 2022 Feb 14, 2023	SELL	$74.07 - $75.87 $2,222 - $2,276	-30 Reduced 6.0%	470 $35,000
Q3 2022 Oct 24, 2022	BUY	$74.52 - $77.47 $14,158 - $14,719	190 Added 61.29%	500 $37,000
Q4 2021 Apr 27, 2022	BUY	$80.78 - $81.98 $25,041 - $25,413	310 New	310 $25,000

Others Institutions Holding BSV

# of Institutions

1,331

Shares Held

400M

Call Options Held

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

More about BSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of High Net Worth Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on High Net Worth Advisory Group LLC with notifications on news.

Account

High Net Worth Advisory Group LLC Vanguard Bd Index Fd Inc Short Transaction History