Hillcrest Wealth Advisors Ny, LLC Vanguard Bd Index Fd Inc Short Transaction History

Hillcrest Wealth Advisors Ny, LLC

$210 Million
Q4 2024

A detailed history of Hillcrest Wealth Advisors Ny, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Hillcrest Wealth Advisors Ny, LLC holds 17,024 shares of BSV stock, worth $1.32 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

17,024

Previous 17,574 3.13%

Holding current value

$1.32 Million

Previous $1.38 Million 4.85%

% of portfolio

0.63%

Previous 0.69%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$77.02 - $78.58 $42,361 - $43,219	-550 Reduced 3.13%	17,024 $1.32 Million
Q1 2024 Apr 11, 2024	SELL	$76.34 - $77.25 $419,870 - $424,875	-5,500 Reduced 23.84%	17,574 $1.35 Million
Q2 2023 Jul 31, 2023	SELL	$75.52 - $76.97 $64,192 - $65,424	-850 Reduced 3.55%	23,074 $1.74 Million
Q1 2023 May 08, 2023	SELL	$74.67 - $76.76 $22,401 - $23,028	-300 Reduced 1.24%	23,924 $1.83 Million
Q4 2022 Feb 08, 2023	SELL	$74.07 - $75.87 $55,552 - $56,902	-750 Reduced 3.0%	24,224 $1.82 Million
Q3 2022 Nov 03, 2022	BUY	$74.52 - $77.47 $111,780 - $116,205	1,500 Added 6.39%	24,974 $1.87 Million
Q2 2022 Aug 02, 2022	BUY	$75.68 - $77.74 $264,880 - $272,090	3,500 Added 17.52%	23,474 $1.8 Million
Q1 2022 May 09, 2022	BUY	$77.66 - $80.73 $250,142 - $260,031	3,221 Added 19.23%	19,974 $1.56 Million
Q3 2020 Oct 21, 2020	BUY	$82.96 - $83.3 $37,332 - $37,485	450 Added 2.76%	16,753 $1.39 Million
Q1 2020 Apr 28, 2020	SELL	$78.67 - $82.51 $157,340 - $165,020	-2,000 Reduced 10.93%	16,303 $1.34 Million
Q3 2019 Oct 17, 2019	SELL	$80.39 - $80.84 $32,156 - $32,336	-400 Reduced 2.14%	18,303 $1.48 Million
Q2 2019 Aug 06, 2019	SELL	N/A	-800 Reduced 4.1%	18,703 $1.51 Million
Q1 2019 May 10, 2019	SELL	N/A	-6,000 Reduced 23.53%	19,503 $1.55 Million
Q4 2018 Feb 08, 2019	BUY	N/A	25,503 New	25,503 $2 Million

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 Hillcrest Wealth Advisors Ny, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hillcrest Wealth Advisors Ny, LLC with notifications on news.

Account

Hillcrest Wealth Advisors Ny, LLC Vanguard Bd Index Fd Inc Short Transaction History