A detailed history of National Wealth Management Group, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, National Wealth Management Group, LLC holds 3,479 shares of BSV stock, worth $270,527. This represents 0.2% of its overall portfolio holdings.

Number of Shares
3,479
Previous 3,499 0.57%
Holding current value
$270,527
Previous $268 Million 0.53%
% of portfolio
0.2%
Previous 0.21%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$75.81 - $76.76 $1,516 - $1,535
-20 Reduced 0.57%
3,479 $267 Million
Q1 2024

May 17, 2024

BUY
$76.34 - $77.25 $13,054 - $13,209
171 Added 5.14%
3,499 $268 Million
Q4 2023

Feb 01, 2024

SELL
$74.64 - $77.03 $6,269 - $6,470
-84 Reduced 2.46%
3,328 $256 Million
Q2 2023

Aug 09, 2023

SELL
$75.52 - $76.97 $38,062 - $38,792
-504 Reduced 12.87%
3,412 $258 Million
Q1 2023

May 15, 2023

BUY
$74.67 - $76.76 $292,407 - $300,592
3,916 New
3,916 $300 Million
Q4 2022

Nov 17, 2023

BUY
$74.07 - $75.87 $5,333 - $5,462
72 Added 1.67%
4,384 $330 Million
Q3 2022

Nov 17, 2023

BUY
$74.52 - $77.47 $67,068 - $69,723
900 Added 26.38%
4,312 $323 Million
Q2 2022

Nov 17, 2023

SELL
$75.68 - $77.74 $227 - $233
-3 Reduced 0.08%
3,527 $271 Million
Q1 2022

Nov 17, 2023

SELL
$77.66 - $80.73 $698 - $726
-9 Reduced 0.25%
3,530 $275 Million
Q4 2021

Nov 17, 2023

BUY
$80.78 - $81.98 $10,259 - $10,411
127 Added 3.72%
3,539 $286 Million

Others Institutions Holding BSV

About VANGUARD BD INDEX FD INC SHORT


  • Ticker BSV
  • Sector ETFs
  • Industry ETFs
More about BSV
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