Valeo Financial Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History

Valeo Financial Advisors, LLC

  • $4.36 Billion
  • Q3 2025

A detailed history of Valeo Financial Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 3,854 shares of BSV stock, worth $303,541. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,854
Previous 6,761 43.0%
Holding current value
$303,541
Previous $532,000 42.86%
% of portfolio
0.01%
Previous 0.01%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$78.11 - $79.07 $227,065 - $229,856
-2,907 Reduced 43.0%
3,854 $304,000
Q2 2025

Jul 22, 2025
BUY
$77.74 - $78.78 $525,600 - $532,631
6,761 New
6,761 $532,000
Q1 2024

Apr 25, 2024
BUY
$76.34 - $77.25 $338,109 - $342,140
4,429 New
4,429 $339,000
Q4 2022

Feb 09, 2023
SELL
$74.07 - $75.87 $18,739 - $19,195
-253 Reduced 7.56%
3,093 $232,000
Q3 2022

Oct 31, 2022
SELL
$74.52 - $77.47 $97,174 - $101,020
-1,304 Reduced 28.04%
3,346 $250,000
Q2 2022

Aug 03, 2022
BUY
$75.68 - $77.74 $351,912 - $361,491
4,650 New
4,650 $357,000
Q2 2021

Jul 22, 2021
SELL
$82.08 - $82.43 $48,263 - $48,468
-588 Closed
0 $0
Q1 2021

Apr 12, 2021
BUY
$82.08 - $82.89 $15,020 - $15,168
183 Added 45.19%
588 $48,000
Q4 2020

Feb 11, 2021
SELL
$82.67 - $82.96 $8,597 - $8,627
-104 Reduced 20.43%
405 $34,000
Q3 2020

Oct 28, 2020
SELL
$82.96 - $83.3 $25,883 - $25,989
-312 Reduced 38.0%
509 $42,000
Q2 2020

Jul 20, 2020
BUY
$81.78 - $83.12 $6,705 - $6,815
82 Added 11.1%
821 $68,000
Q1 2020

Apr 13, 2020
BUY
$78.67 - $82.51 $9,440 - $9,901
120 Added 19.39%
739 $61,000
Q4 2019

Jan 24, 2020
BUY
$80.41 - $81.14 $321 - $324
4 Added 0.65%
619 $50,000
Q3 2019

Oct 15, 2019
BUY
$80.39 - $80.84 $34,085 - $34,276
424 Added 221.99%
615 $50,000
Q2 2019

Jul 10, 2019
BUY
N/A
8 Added 4.37%
191 $15,000
Q1 2019

Apr 12, 2019
SELL
N/A
-29 Reduced 13.68%
183 $15,000
Q4 2018

Jan 30, 2019
BUY
N/A
34 Added 19.1%
212 $17,000
Q3 2018

Nov 01, 2018
SELL
N/A
-1,121 Reduced 86.3%
178 $14,000
Q2 2018

Aug 14, 2018
BUY
N/A
1,246 Added 2350.94%
1,299 $102,000
Q4 2017

Feb 09, 2018
BUY
N/A
53
53 $4,000

Others Institutions Holding BSV

# of Institutions
1,393
Shares Held
410M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD BD INDEX FD INC SHORT

BSV Quotes by TradingView
  • Ticker BSV
  • Sector ETFs
  • Industry ETFs
More about BSV
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