Marcum Wealth, LLC Vanguard Bd Index Fd Inc Short Transaction History

Marcum Wealth, LLC

$1.14 Billion
Q4 2024

A detailed history of Marcum Wealth, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Marcum Wealth, LLC holds 16,329 shares of BSV stock, worth $1.27 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

16,329

Previous 16,024 1.9%

Holding current value

$1.27 Million

Previous $1.26 Million 0.08%

% of portfolio

0.11%

Previous 0.12%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$77.02 - $78.58 $23,491 - $23,966	305 Added 1.9%	16,329 $1.26 Million
Q3 2024 Oct 08, 2024	SELL	$76.38 - $78.87 $66,985 - $69,168	-877 Reduced 5.19%	16,024 $1.26 Million
Q2 2024 Jul 02, 2024	BUY	$75.81 - $76.76 $29,869 - $30,243	394 Added 2.39%	16,901 $1.3 Million
Q1 2024 Apr 10, 2024	SELL	$76.34 - $77.25 $39,467 - $39,938	-517 Reduced 3.04%	16,507 $1.27 Million
Q4 2023 Jan 10, 2024	SELL	$74.64 - $77.03 $200,408 - $206,825	-2,685 Reduced 13.62%	17,024 $1.31 Million
Q3 2023 Oct 10, 2023	SELL	$74.97 - $75.93 $2,548 - $2,581	-34 Reduced 0.17%	19,709 $1.48 Million
Q2 2023 Jul 13, 2023	SELL	$75.52 - $76.97 $57,168 - $58,266	-757 Reduced 3.69%	19,743 $1.49 Million
Q1 2023 Apr 19, 2023	SELL	$74.67 - $76.76 $597,658 - $614,387	-8,004 Reduced 28.08%	20,500 $1.57 Million
Q4 2022 Jan 12, 2023	BUY	$74.07 - $75.87 $152,065 - $155,761	2,053 Added 7.76%	28,504 $0
Q3 2022 Oct 11, 2022	SELL	$74.52 - $77.47 $107,904 - $112,176	-1,448 Reduced 5.19%	26,451 $1.98 Million
Q2 2022 Jul 14, 2022	SELL	$75.68 - $77.74 $173,307 - $178,024	-2,290 Reduced 7.59%	27,899 $2.14 Million
Q1 2022 Apr 20, 2022	BUY	$77.66 - $80.73 $50,401 - $52,393	649 Added 2.2%	30,189 $2.35 Million
Q4 2021 Feb 01, 2022	SELL	$80.78 - $81.98 $238,704 - $242,250	-2,955 Reduced 9.09%	29,540 $2.39 Million
Q3 2021 Nov 08, 2021	BUY	$81.9 - $82.4 $62,571 - $62,953	764 Added 2.41%	32,495 $2.66 Million
Q2 2021 Aug 10, 2021	BUY	$82.08 - $82.43 $8,125 - $8,160	99 Added 0.31%	31,731 $2.61 Million
Q1 2021 May 11, 2021	BUY	$82.08 - $82.89 $155,295 - $156,827	1,892 Added 6.36%	31,632 $2.6 Million
Q4 2020 Feb 09, 2021	SELL	$82.67 - $82.96 $293,726 - $294,756	-3,553 Reduced 10.67%	29,740 $2.47 Million
Q3 2020 Nov 09, 2020	SELL	$82.96 - $83.3 $522,399 - $524,540	-6,297 Reduced 15.91%	33,293 $2.77 Million
Q2 2020 Aug 14, 2020	BUY	$81.78 - $83.12 $666,670 - $677,594	8,152 Added 25.93%	39,590 $3.29 Million
Q1 2020 May 14, 2020	BUY	$78.67 - $82.51 $224,130 - $235,070	2,849 Added 9.97%	31,438 $2.58 Million
Q4 2019 Feb 13, 2020	BUY	$80.41 - $81.14 $2.3 Million - $2.32 Million	28,589 New	28,589 $2.31 Million

Others Institutions Holding BSV

# of Institutions

1,349

Shares Held

386M

Call Options Held

Put Options Held

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About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
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Marcum Wealth, LLC Vanguard Bd Index Fd Inc Short Transaction History