Forthright Family Wealth Advisory LLC Vanguard Bd Index Fd Inc Short 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 Short stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 10,165 shares of BSV stock, worth $794,293. This represents 0.57% of its overall portfolio holdings.

Number of Shares
10,165
Previous 6,762 50.33%
Holding current value
$794,293
Previous $526 Million 99.85%
% of portfolio
0.57%
Previous 0.34%

Shares

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

Mar 03, 2025
BUY
$77.02 - $78.58 $262,099 - $267,407
3,403 Added 50.33%
10,165 $785,000
Q3 2024

Dec 09, 2024
SELL
$76.38 - $78.87 $284,362 - $293,633
-3,723 Reduced 35.51%
6,762 $526 Million
Q2 2024

Aug 12, 2024
SELL
$75.81 - $76.76 $3,032 - $3,070
-40 Reduced 0.38%
10,485 $804 Million
Q1 2024

Apr 29, 2024
BUY
$76.34 - $77.25 $460,635 - $466,126
6,034 Added 134.36%
10,525 $807 Million
Q4 2023

Feb 28, 2024
BUY
$74.64 - $77.03 $335,208 - $345,941
4,491 New
4,491 $346 Million

Others Institutions Holding BSV

# of Institutions
1,353
Shares Held
386M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD BD INDEX FD INC SHORT

BSV Quotes by TradingView
  • Ticker BSV
  • Sector ETFs
  • Industry ETFs
More about BSV
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