Montz Harcus Wealth Management LLC Vanguard Bd Index Fd Inc Short Transaction History

Montz Harcus Wealth Management LLC

$226 Million
Q3 2025

A detailed history of Montz Harcus Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 3,015 shares of BSV stock, worth $237,461. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,015

Previous 2,993 0.74%

Holding current value

$237,461

Previous $235,000 0.85%

% of portfolio

0.1%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$78.11 - $79.07 $1,718 - $1,739	22 Added 0.74%	3,015 $237,000
Q2 2025 Jul 21, 2025	BUY	$77.74 - $78.78 $232,675 - $235,788	2,993 New	2,993 $235,000
Q3 2023 Nov 14, 2023	SELL	$74.97 - $75.93 $4,348 - $4,403	-58 Reduced 1.86%	3,063 $230,000
Q2 2023 Jul 21, 2023	BUY	$75.52 - $76.97 $6,192 - $6,311	82 Added 2.7%	3,121 $235,000
Q1 2023 Apr 25, 2023	BUY	$74.67 - $76.76 $5,450 - $5,603	73 Added 2.46%	3,039 $232,000

Q4 2022 Jan 20, 2023	BUY	$74.07 - $75.87 $2,370 - $2,427	32 Added 1.09%	2,966 $0
Q3 2022 Nov 02, 2022	BUY	$74.52 - $77.47 $14,605 - $15,184	196 Added 7.16%	2,934 $219,000
Q2 2022 Jul 18, 2022	BUY	$75.68 - $77.74 $207,211 - $212,852	2,738 New	2,738 $210,000

Others Institutions Holding BSV

# of Institutions

1,393

Shares Held

410M

Call Options Held

Put Options Held

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About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

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Montz Harcus Wealth Management LLC Vanguard Bd Index Fd Inc Short Transaction History