Liberty Wealth Management LLC Vanguard Bd Index Fd Inc Long Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

A detailed history of Liberty Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Liberty Wealth Management LLC holds 57,531 shares of BLV stock, worth $3.95 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

57,531

Previous 52,574 9.43%

Holding current value

$3.95 Million

Previous $3.68 Million 17.37%

% of portfolio

0.76%

Previous 0.68%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$69.16 - $76.64 $342,826 - $379,904	4,957 Added 9.43%	57,531 $4.32 Million
Q2 2024 Aug 06, 2024	BUY	$67.85 - $72.06 $254,030 - $269,792	3,744 Added 7.67%	52,574 $3.68 Million
Q1 2024 May 02, 2024	BUY	$70.55 - $74.4 $3.44 Million - $3.63 Million	48,812 Added 271177.78%	48,830 $3.48 Million
Q4 2023 Feb 08, 2024	SELL	$63.1 - $75.48 $929,526 - $1.11 Million	-14,731 Reduced 99.88%	18 $1,000
Q3 2023 Nov 13, 2023	BUY	$66.98 - $75.19 $17,213 - $19,323	257 Added 1.77%	14,749 $989,000
Q2 2023 Aug 10, 2023	SELL	$72.8 - $77.78 $8,590 - $9,178	-118 Reduced 0.81%	14,492 $1.09 Million
Q1 2023 May 03, 2023	BUY	$72.23 - $78.61 $1.06 Million - $1.15 Million	14,610 New	14,610 $1.12 Million
Q4 2021 Feb 15, 2022	SELL	$100.51 - $106.41 $271,477 - $287,413	-2,701 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$102.33 - $106.66 $135,484 - $141,217	1,324 Added 96.15%	2,701 $278,000
Q2 2021 Aug 13, 2021	BUY	$97.54 - $103.68 $13.7 Million - $14.6 Million	140,595 Added 10724.26%	141,906 $1.38 Million
Q2 2021 Aug 13, 2021	SELL	$97.54 - $103.68 $13.7 Million - $14.6 Million	-140,529 Reduced 99.03%	1,377 $142,000
Q4 2020 Feb 09, 2021	BUY	$108.9 - $113.64 $26,680 - $27,841	245 Added 22.98%	1,311 $139,000
Q3 2020 Nov 05, 2020	BUY	$111.25 - $117.53 $7,120 - $7,521	64 Added 6.39%	1,066 $119,000
Q2 2020 Aug 04, 2020	SELL	$105.17 - $111.65 $7,782 - $8,262	-74 Reduced 6.88%	1,002 $112,000
Q1 2020 Apr 27, 2020	BUY	$91.55 - $114.49 $1,281 - $1,602	14 Added 1.32%	1,076 $115,000
Q4 2019 Feb 05, 2020	SELL	$98.83 - $104.1 $5,830 - $6,141	-59 Reduced 5.26%	1,062 $107,000
Q3 2019 Oct 30, 2019	BUY	$98.92 - $103.09 $1,483 - $1,546	15 Added 1.36%	1,121 $115,000
Q2 2019 Jul 30, 2019	SELL	N/A	-54 Reduced 4.66%	1,106 $107,000
Q1 2019 Apr 18, 2019	SELL	N/A	-104 Reduced 8.23%	1,160 $106,000
Q4 2018 Mar 26, 2019	BUY	N/A	1,264 New	1,264 $110,000

Others Institutions Holding BLV

# of Institutions

386

Shares Held

42.4M

Call Options Held

27.4K

Put Options Held

158K

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About VANGUARD BD INDEX FD INC LONG

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Liberty Wealth Management LLC Vanguard Bd Index Fd Inc Long Transaction History