Modern Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History

Modern Wealth Management, LLC

$5.05 Trillion
Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Modern Wealth Management, LLC holds 3,667 shares of BSV stock, worth $288,812. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,667

Previous 4,255 13.82%

Holding current value

$288,812

Previous $334,000 86526.35%

% of portfolio

0.01%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$78.11 - $79.07 $45,928 - $46,493	-588 Reduced 13.82%	3,667 $289 Million
Q2 2025 Aug 14, 2025	SELL	$77.74 - $78.78 $583,749 - $591,559	-7,509 Reduced 63.83%	4,255 $334,000
Q1 2025 May 15, 2025	BUY	$76.94 - $78.28 $361,387 - $367,681	4,697 Added 66.46%	11,764 $921 Million
Q4 2024 May 30, 2025	SELL	$77.02 - $78.58 $345,819 - $352,824	-4,490 Reduced 38.17%	7,274 $562,000
Q4 2024 May 29, 2025	SELL	$77.02 - $78.58 $345,819 - $352,824	-4,490 Reduced 38.17%	7,274 $562,000

Q4 2024 Feb 11, 2025	BUY	$77.02 - $78.58 $544,300 - $555,324	7,067 New	7,067 $547 Million
Q2 2024 Aug 07, 2024	BUY	$75.81 - $76.76 $220,455 - $223,218	2,908 New	2,908 $223 Million

Others Institutions Holding BSV

# of Institutions

1,392

Shares Held

410M

Call Options Held

Put Options Held

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About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

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Modern Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History