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

Monument Group Wealth Advisors, LLC

$170 Billion
Q3 2025

A detailed history of Monument Group Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 3,923 shares of BSV stock, worth $308,975. This represents 0.18% of its overall portfolio holdings.

Number of Shares

3,923

Previous 3,767 4.14%

Holding current value

$308,975

Previous $296 Million 4.42%

% of portfolio

0.18%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$78.11 - $79.07 $12,185 - $12,334	156 Added 4.14%	3,923 $310 Million
Q2 2025 Jul 29, 2025	SELL	$77.74 - $78.78 $613,368 - $621,574	-7,890 Reduced 67.68%	3,767 $296 Million
Q1 2025 Apr 24, 2025	BUY	$76.94 - $78.28 $3,462 - $3,522	45 Added 0.39%	11,657 $913 Million
Q4 2024 Jan 15, 2025	BUY	$77.02 - $78.58 $9,165 - $9,351	119 Added 1.04%	11,612 $897 Million
Q3 2024 Oct 18, 2024	BUY	$76.38 - $78.87 $6,568 - $6,782	86 Added 0.75%	11,493 $904 Million

Q2 2024 Aug 06, 2024	BUY	$75.81 - $76.76 $430,070 - $435,459	5,673 Added 98.94%	11,407 $875 Million
Q1 2024 May 07, 2024	BUY	$76.34 - $77.25 $33,742 - $34,144	442 Added 8.35%	5,734 $440 Million
Q4 2023 Feb 01, 2024	BUY	$74.64 - $77.03 $394,994 - $407,642	5,292 New	5,292 $408 Million

Others Institutions Holding BSV

# of Institutions

1,392

Shares Held

410M

Call Options Held

Put Options Held

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About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

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