A detailed history of Wealthquest Corp transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Wealthquest Corp holds 283,889 shares of BSV stock, worth $21.9 Million. This represents 2.49% of its overall portfolio holdings.

Number of Shares
283,889
Holding current value
$21.9 Million
% of portfolio
2.49%

Shares

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

Nov 21, 2024

BUY
$76.38 - $78.87 $21.7 Million - $22.4 Million
283,889 New
283,889 $22.3 Million
Q1 2023

May 04, 2023

SELL
$74.67 - $76.76 $44,353 - $45,595
-594 Reduced 13.71%
3,739 $285,000
Q4 2022

Feb 10, 2023

SELL
$74.07 - $75.87 $1.1 Million - $1.13 Million
-14,857 Reduced 77.42%
4,333 $326,000
Q3 2022

Nov 08, 2022

SELL
$74.52 - $77.47 $3.69 Million - $3.83 Million
-49,501 Reduced 72.06%
19,190 $1.44 Million
Q2 2022

Aug 12, 2022

SELL
$75.68 - $77.74 $3.28 Million - $3.37 Million
-43,353 Reduced 38.69%
68,691 $5.27 Million
Q4 2021

Feb 14, 2022

BUY
$80.78 - $81.98 $2 Million - $2.03 Million
24,797 Added 28.42%
112,044 $9.06 Million
Q3 2021

Nov 15, 2021

BUY
$81.9 - $82.4 $1.45 Million - $1.45 Million
17,644 Added 25.35%
87,247 $7.15 Million
Q2 2021

Aug 10, 2021

BUY
$82.08 - $82.43 $2.77 Million - $2.78 Million
33,778 Added 94.29%
69,603 $5.72 Million
Q1 2021

May 13, 2021

BUY
$82.08 - $82.89 $1.51 Million - $1.52 Million
18,341 Added 104.9%
35,825 $2.94 Million
Q4 2020

Feb 09, 2021

BUY
$82.67 - $82.96 $304,390 - $305,458
3,682 Added 26.68%
17,484 $1.45 Million
Q3 2020

Nov 12, 2020

BUY
$82.96 - $83.3 $57,906 - $58,143
698 Added 5.33%
13,802 $1.15 Million
Q2 2020

Aug 11, 2020

SELL
$81.78 - $83.12 $219,906 - $223,509
-2,689 Reduced 17.03%
13,104 $1.09 Million
Q4 2019

Feb 18, 2020

SELL
$80.41 - $81.14 $7,799 - $7,870
-97 Reduced 0.61%
15,793 $1.27 Million
Q3 2019

Oct 18, 2019

SELL
$80.39 - $80.84 $53,057 - $53,354
-660 Reduced 3.99%
15,890 $1.28 Million
Q2 2019

Jul 22, 2019

BUY
N/A
542 Added 3.39%
16,550 $1.33 Million
Q1 2019

Apr 18, 2019

BUY
N/A
1,269 Added 8.61%
16,008 $1.27 Million
Q4 2018

Jan 23, 2019

BUY
N/A
14,739 New
14,739 $1.16 Million

Others Institutions Holding BSV

About VANGUARD BD INDEX FD INC SHORT


  • Ticker BSV
  • Sector ETFs
  • Industry ETFs
More about BSV
Track This Portfolio

Track Wealthquest Corp Portfolio

Follow Wealthquest Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthquest Corp, based on Form 13F filings with the SEC.

News

Stay updated on Wealthquest Corp with notifications on news.