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

Liberty Wealth Management LLC

  • $578 Million
  • Q4 2024

A detailed history of Liberty Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Liberty Wealth Management LLC holds 5,484 shares of BSV stock, worth $426,929. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,484
Previous 4,754 15.36%
Holding current value
$426,929
Previous $374,000 13.1%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Feb 07, 2025
BUY
$77.02 - $78.58 $56,224 - $57,363
730 Added 15.36%
5,484 $423,000
Q3 2024

Nov 01, 2024
BUY
$76.38 - $78.87 $29,940 - $30,917
392 Added 8.99%
4,754 $374,000
Q2 2024

Aug 06, 2024
SELL
$75.81 - $76.76 $9,173 - $9,287
-121 Reduced 2.7%
4,362 $335,000
Q1 2024

May 02, 2024
BUY
$76.34 - $77.25 $342,232 - $346,311
4,483 New
4,483 $344,000
Q3 2023

Nov 13, 2023
SELL
$74.97 - $75.93 $21,291 - $21,564
-284 Reduced 8.16%
3,196 $240,000
Q2 2023

Aug 10, 2023
BUY
$75.52 - $76.97 $5,286 - $5,387
70 Added 2.05%
3,480 $262,000
Q1 2023

May 03, 2023
SELL
$74.67 - $76.76 $252,160 - $259,218
-3,377 Reduced 49.76%
3,410 $260,000
Q3 2022

Nov 15, 2022
BUY
$74.52 - $77.47 $78,395 - $81,498
1,052 Added 18.34%
6,787 $507,000
Q2 2022

Aug 15, 2022
SELL
$75.68 - $77.74 $58,349 - $59,937
-771 Reduced 11.85%
5,735 $453,000
Q1 2022

May 09, 2022
BUY
$77.66 - $80.73 $10,018 - $10,414
129 Added 2.02%
6,506 $490,000
Q4 2021

Feb 15, 2022
BUY
$80.78 - $81.98 $40,228 - $40,826
498 Added 8.47%
6,377 $515,000
Q3 2021

Nov 15, 2021
BUY
$81.9 - $82.4 $238,984 - $240,443
2,918 Added 98.55%
5,879 $479,000
Q2 2021

Aug 13, 2021
SELL
$82.08 - $82.43 $19.7 Million - $19.8 Million
-240,355 Reduced 98.78%
2,961 $243,000
Q2 2021

Aug 13, 2021
BUY
$82.08 - $82.43 $19.7 Million - $19.8 Million
240,507 Added 8562.01%
243,316 $2.96 Million
Q4 2020

Feb 09, 2021
BUY
$82.67 - $82.96 $18,022 - $18,085
218 Added 8.41%
2,809 $232,000
Q3 2020

Nov 05, 2020
BUY
$82.96 - $83.3 $9,374 - $9,412
113 Added 4.56%
2,591 $215,000
Q2 2020

Aug 04, 2020
SELL
$81.78 - $83.12 $18,482 - $18,785
-226 Reduced 8.36%
2,478 $206,000
Q1 2020

Apr 27, 2020
SELL
$78.67 - $82.51 $7,001 - $7,343
-89 Reduced 3.19%
2,704 $222,000
Q4 2019

Feb 05, 2020
SELL
$80.41 - $81.14 $39,642 - $40,002
-493 Reduced 15.0%
2,793 $225,000
Q3 2019

Oct 30, 2019
BUY
$80.39 - $80.84 $12,701 - $12,772
158 Added 5.05%
3,286 $265,000
Q2 2019

Jul 30, 2019
SELL
N/A
-245 Reduced 7.26%
3,128 $252,000
Q1 2019

Apr 18, 2019
SELL
N/A
-602 Reduced 15.14%
3,373 $268,000
Q4 2018

Mar 26, 2019
BUY
N/A
3,975 New
3,975 $312,000

Others Institutions Holding BSV

# of Institutions
1,352
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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