A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 5,980 shares of BSV stock, worth $464,466. This represents 0.22% of its overall portfolio holdings.

Number of Shares
5,980
Previous 13,503 55.71%
Holding current value
$464,466
Previous $1.04 Billion 54.56%
% of portfolio
0.22%
Previous 0.52%

Shares

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

Oct 25, 2024

SELL
$76.38 - $78.87 $574,606 - $593,339
-7,523 Reduced 55.71%
5,980 $471 Million
Q2 2024

Jul 31, 2024

BUY
$75.81 - $76.76 $248,126 - $251,235
3,273 Added 31.99%
13,503 $1.04 Billion
Q1 2024

Apr 23, 2024

SELL
$76.34 - $77.25 $117,181 - $118,578
-1,535 Reduced 13.05%
10,230 $784 Million
Q4 2023

Jan 17, 2024

BUY
$74.64 - $77.03 $878,139 - $906,257
11,765 New
11,765 $906 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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