A detailed history of Stone Point Wealth LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Stone Point Wealth LLC holds 76,731 shares of BSV stock, worth $5.91 Million. This represents 1.98% of its overall portfolio holdings.

Number of Shares
76,731
Previous 66,433 15.5%
Holding current value
$5.91 Million
Previous $5.1 Million 18.49%
% of portfolio
1.98%
Previous 1.85%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$76.38 - $78.87 $786,561 - $812,203
10,298 Added 15.5%
76,731 $6.04 Million
Q2 2024

Jul 30, 2024

BUY
$75.81 - $76.76 $320,373 - $324,387
4,226 Added 6.79%
66,433 $5.1 Million
Q1 2024

May 01, 2024

BUY
$76.34 - $77.25 $936,233 - $947,394
12,264 Added 24.56%
62,207 $4.77 Million
Q4 2023

Jan 26, 2024

SELL
$74.64 - $77.03 $11,345 - $11,708
-152 Reduced 0.3%
49,943 $3.85 Million
Q3 2023

Oct 25, 2023

BUY
$74.97 - $75.93 $473,435 - $479,497
6,315 Added 14.42%
50,095 $3.77 Million
Q2 2023

Jul 25, 2023

BUY
$75.52 - $76.97 $456,669 - $465,437
6,047 Added 16.03%
43,780 $3.31 Million
Q1 2023

Apr 20, 2023

BUY
$74.67 - $76.76 $351,770 - $361,616
4,711 Added 14.27%
37,733 $2.89 Million
Q4 2022

Jan 20, 2023

BUY
$74.07 - $75.87 $231,987 - $237,624
3,132 Added 10.48%
33,022 $0
Q3 2022

Nov 03, 2022

SELL
$74.52 - $77.47 $183,766 - $191,041
-2,466 Reduced 7.62%
29,890 $2.24 Million
Q2 2022

Jul 19, 2022

BUY
$75.68 - $77.74 $267,226 - $274,499
3,531 Added 12.25%
32,356 $2.49 Million
Q1 2022

Apr 29, 2022

SELL
$77.66 - $80.73 $9,241 - $9,606
-119 Reduced 0.41%
28,825 $2.24 Million
Q4 2021

Feb 10, 2022

BUY
$80.78 - $81.98 $2.34 Million - $2.37 Million
28,944 New
28,944 $2.34 Million

Others Institutions Holding BSV

About VANGUARD BD INDEX FD INC SHORT


  • Ticker BSV
  • Sector ETFs
  • Industry ETFs
More about BSV
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