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

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 6,085 shares of BSV stock, worth $479,254. This represents 0.03% of its overall portfolio holdings.

Number of Shares

6,085

Previous 7,582 19.74%

Holding current value

$479,254

Previous $597 Million 19.53%

% of portfolio

0.03%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$78.11 - $79.07 $116,930 - $118,367	-1,497 Reduced 19.74%	6,085 $480 Million
Q2 2025 Jul 23, 2025	SELL	$77.74 - $78.78 $73,542 - $74,525	-946 Reduced 11.09%	7,582 $597 Million
Q1 2025 Jul 25, 2025	BUY	$76.94 - $78.28 $60,244 - $61,293	783 Added 10.33%	8,365 $655 Million
Q1 2025 Apr 21, 2025	SELL	$76.94 - $78.28 $86,249 - $87,751	-1,121 Reduced 11.62%	8,528 $668 Million
Q4 2024 Jan 22, 2025	BUY	$77.02 - $78.58 $187,081 - $190,870	2,429 Added 33.64%	9,649 $746 Million

Q3 2024 Oct 21, 2024	BUY	$76.38 - $78.87 $28,336 - $29,260	371 Added 5.42%	7,220 $568 Million
Q2 2024 Jul 09, 2024	BUY	$75.81 - $76.76 $14,479 - $14,661	191 Added 2.87%	6,849 $525 Million
Q1 2024 Apr 15, 2024	BUY	$76.34 - $77.25 $149,244 - $151,023	1,955 Added 41.57%	6,658 $511 Million
Q4 2023 Jan 16, 2024	BUY	$74.64 - $77.03 $351,031 - $362,272	4,703 New	4,703 $362 Million

Others Institutions Holding BSV

# of Institutions

1,393

Shares Held

410M

Call Options Held

Put Options Held

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About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
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Kingswood Wealth Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History