Forthright Family Wealth Advisory LLC Vanguard Bd Index Fd Inc Long Transaction History

Forthright Family Wealth Advisory LLC

  • $138 Million
  • Q4 2024

A detailed history of Forthright Family Wealth Advisory LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 5,488 shares of BLV stock, worth $373,842. This represents 0.27% of its overall portfolio holdings.

Number of Shares
5,488
Previous 3,502 56.71%
Holding current value
$373,842
Previous $255 Million 99.85%
% of portfolio
0.27%
Previous 0.16%

Shares

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

Mar 03, 2025
BUY
$68.25 - $75.42 $135,544 - $149,784
1,986 Added 56.71%
5,488 $375,000
Q3 2024

Dec 09, 2024
SELL
$69.16 - $76.64 $139,288 - $154,352
-2,014 Reduced 36.51%
3,502 $255 Million
Q2 2024

Aug 12, 2024
SELL
$67.85 - $72.06 $1,696 - $1,801
-25 Reduced 0.45%
5,516 $388 Million
Q1 2024

Apr 29, 2024
BUY
$70.55 - $74.4 $390,917 - $412,250
5,541 New
5,541 $401 Million

Others Institutions Holding BLV

# of Institutions
398
Shares Held
40.7M
Call Options Held
17.1K
Put Options Held
28.2K
View Full List

About VANGUARD BD INDEX FD INC LONG

BLV Quotes by TradingView
  • Ticker BLV
  • Sector ETFs
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