Dakota Wealth Management
Position in BSV — VANGUARD SHORT-TERM BOND INDEX FUND
CIK 1631353
PALM BEACH GARDENS, FL
All Filings in BSV
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 BSV | $1,258,088 | 16,045 | Shares | Sole | 2026-08-26 | |
| 2025-12-31 BSV | $1,466,811 | 18,612 | Shares | Sole | 2026-08-26 | |
| 2024-06-30 BSV | $473,775 | 6,177 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 BSV | $473,590 | 6,177 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 BSV | $1,772,076 | 23,008 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 BSV | $321,351 | 4,275 | Shares | Other | 2023-10-24 | |
| 2023-06-30 BSV | $274,469 | 3,632 | Shares | Other | 2023-07-31 | |
| 2023-03-31 BSV | $277,811 | 3,632 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 BSV | $277,707 | 3,689 | Shares | Other | 2023-02-08 | |
| 2022-09-30 BSV | $464,107 | 6,203 | Shares | Other | 2022-11-10 | |
| 2022-06-30 BSV | $616,776 | 8,032 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 BSV | $565,164 | 7,255 | Shares | Other | 2022-05-13 | |
| 2021-12-31 BSV | $578,338 | 7,155 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 BSV | $418,303 | 5,105 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 BSV | $642,984 | 7,826 | Shares | Other | 2021-08-02 | |
| 2021-03-31 BSV | $575,411 | 7,001 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 BSV | $529,564 | 6,388 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 BSV | $542,814 | 6,536 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 BSV | $552,914 | 6,652 | Shares | Other | 2020-08-07 | |
| 2020-03-31 BSV | $355,675 | 4,328 | Shares | Other | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||