Monument Group Wealth Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History

Monument Group Wealth Advisors, LLC

  • $141 Billion
  • Q4 2024

A detailed history of Monument Group Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 11,612 shares of BSV stock, worth $898,652. This represents 0.64% of its overall portfolio holdings.

Number of Shares
11,612
Previous 11,493 1.04%
Holding current value
$898,652
Previous $904 Million 0.79%
% of portfolio
0.64%
Previous 0.54%

Shares

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

Jan 15, 2025
BUY
$77.02 - $78.58 $9,165 - $9,351
119 Added 1.04%
11,612 $897 Million
Q3 2024

Oct 18, 2024
BUY
$76.38 - $78.87 $6,568 - $6,782
86 Added 0.75%
11,493 $904 Million
Q2 2024

Aug 06, 2024
BUY
$75.81 - $76.76 $430,070 - $435,459
5,673 Added 98.94%
11,407 $875 Million
Q1 2024

May 07, 2024
BUY
$76.34 - $77.25 $33,742 - $34,144
442 Added 8.35%
5,734 $440 Million
Q4 2023

Feb 01, 2024
BUY
$74.64 - $77.03 $394,994 - $407,642
5,292 New
5,292 $408 Million

Others Institutions Holding BSV

# of Institutions
1,264
Shares Held
375M
Call Options Held
0
Put Options Held
96.7K
View Full List

About VANGUARD BD INDEX FD INC SHORT

BSV Quotes by TradingView
  • Ticker BSV
  • Sector ETFs
  • Industry ETFs
More about BSV
Track This Portfolio

Track Monument Group Wealth Advisors, LLC Portfolio

Follow Monument Group Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Monument Group Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Monument Group Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email