Concord Wealth Partners Vanguard Bd Index Fd Inc Short Transaction History

Concord Wealth Partners

  • $591 Million
  • Q3 2024

A detailed history of Concord Wealth Partners transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Concord Wealth Partners holds 76 shares of BSV stock, worth $5,853. This represents 0.0% of its overall portfolio holdings.

Number of Shares
76
Previous 75 1.33%
Holding current value
$5,853
Previous $5,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 24, 2024
BUY
$76.38 - $78.87 $76 - $78
1 Added 1.33%
76 $5,000
Q2 2024

Jul 31, 2024
BUY
$75.81 - $76.76 $379 - $383
5 Added 7.14%
75 $5,000
Q4 2023

Apr 30, 2024
SELL
$74.64 - $77.03 $1,268 - $1,309
-17 Reduced 19.54%
70 $5,000
Q4 2023

Feb 05, 2024
SELL
$74.64 - $77.03 $1,268 - $1,309
-17 Reduced 19.54%
70 $5,000
Q3 2023

Apr 30, 2024
BUY
$74.97 - $75.93 $1,274 - $1,290
17 Added 24.29%
87 $6,000
Q3 2023

Oct 25, 2023
BUY
$74.97 - $75.93 $1,349 - $1,366
18 Added 26.09%
87 $6,000
Q1 2023

Apr 26, 2023
SELL
$74.67 - $76.76 $8,288 - $8,520
-111 Reduced 61.67%
69 $5,000
Q4 2022

Jan 27, 2023
BUY
$74.07 - $75.87 $13,332 - $13,656
180 New
180 $13,000
Q2 2022

Aug 04, 2022
BUY
$75.68 - $77.74 $75 - $77
1 Added 1.45%
70 $5,000
Q4 2021

Jan 21, 2022
BUY
$80.78 - $81.98 $5,573 - $5,656
69 New
69 $6,000
Q2 2021

Jul 29, 2021
SELL
$82.08 - $82.43 $7,305 - $7,336
-89 Closed
0 $0
Q1 2021

May 13, 2021
BUY
$82.08 - $82.89 $7,305 - $7,377
89 New
89 $7,000

Others Institutions Holding BSV

# of Institutions
1,242
Shares Held
376M
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 Concord Wealth Partners Portfolio

Follow Concord Wealth Partners 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 Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email