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

Accurate Wealth Management, LLC

  • $486 Million
  • Q4 2024

A detailed history of Accurate Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 3,028 shares of BSV stock, worth $234,336. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,028
Previous 3,044 0.53%
Holding current value
$234,336
Previous $239,000 2.51%
% of portfolio
0.05%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
SELL
$77.02 - $78.58 $1,232 - $1,257
-16 Reduced 0.53%
3,028 $233,000
Q3 2024

Oct 17, 2024
SELL
$76.38 - $78.87 $28,718 - $29,655
-376 Reduced 10.99%
3,044 $239,000
Q2 2024

Jul 17, 2024
BUY
$75.81 - $76.76 $259,270 - $262,519
3,420 New
3,420 $262,000
Q3 2023

Oct 23, 2023
SELL
$74.97 - $75.93 $183,601 - $185,952
-2,449 Reduced 45.75%
2,904 $218,000
Q2 2023

Jul 24, 2023
BUY
$75.52 - $76.97 $139,258 - $141,932
1,844 Added 52.55%
5,353 $404,000
Q1 2023

Apr 13, 2023
SELL
$74.67 - $76.76 $105,956 - $108,922
-1,419 Reduced 28.79%
3,509 $268,000
Q4 2022

Jan 11, 2023
SELL
$74.07 - $75.87 $521,600 - $534,276
-7,042 Reduced 58.83%
4,928 $0
Q3 2022

Nov 14, 2022
BUY
$74.52 - $77.47 $508,971 - $529,120
6,830 Added 132.88%
11,970 $1.1 Million
Q2 2022

Aug 04, 2022
SELL
$75.68 - $77.74 $77,269 - $79,372
-1,021 Reduced 16.57%
5,140 $395,000
Q1 2022

May 10, 2022
BUY
$77.66 - $80.73 $478,463 - $497,377
6,161 New
6,161 $480,000

Others Institutions Holding BSV

# of Institutions
1,264
Shares Held
375M
Call Options Held
0
Put Options Held
96.7K
View Full List

About VANGUARD BD INDEX FD INC SHORT

BSV Quotes by TradingView
  • Ticker BSV
  • Sector ETFs
  • Industry ETFs
More about BSV
Track This Portfolio

Track Accurate Wealth Management, LLC Portfolio

Follow Accurate Wealth Management, LLC 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 Accurate Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Accurate Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email