National Wealth Management Group, LLC Vanguard Bd Index Fd Inc Short Transaction History

National Wealth Management Group, LLC

$131 Billion
Q2 2024

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%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

1,217

Shares Held

365M

Call Options Held

3.2K

Put Options Held

96.7K

View Full List

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

More about BSV

Track This Portfolio

Portfolio Update

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

News

Stay updated on National Wealth Management Group, LLC with notifications on news.

Account

National Wealth Management Group, LLC Vanguard Bd Index Fd Inc Short Transaction History