Optimum Investment Advisors Vanguard Bd Index Fd Inc Long Transaction History

Optimum Investment Advisors

  • $222 Million
  • Q4 2024

A detailed history of Optimum Investment Advisors transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Optimum Investment Advisors holds 2,007 shares of BLV stock, worth $140,469. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,007
Previous 2,144 6.39%
Holding current value
$140,469
Previous $161,000 14.91%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Feb 11, 2025
SELL
$68.25 - $75.42 $9,350 - $10,332
-137 Reduced 6.39%
2,007 $137,000
Q3 2024

Oct 16, 2024
BUY
$69.16 - $76.64 $19,918 - $22,072
288 Added 15.52%
2,144 $161,000
Q2 2024

Jul 12, 2024
BUY
$67.85 - $72.06 $15,401 - $16,357
227 Added 13.93%
1,856 $130,000
Q1 2024

Apr 11, 2024
BUY
$70.55 - $74.4 $16,861 - $17,781
239 Added 17.19%
1,629 $117,000
Q4 2023

Jan 08, 2024
BUY
$63.1 - $75.48 $946 - $1,132
15 Added 1.09%
1,390 $103,000
Q3 2023

Oct 13, 2023
SELL
$66.98 - $75.19 $3,817 - $4,285
-57 Reduced 3.98%
1,375 $92,000
Q2 2023

Aug 03, 2023
BUY
$72.8 - $77.78 $4,513 - $4,822
62 Added 4.53%
1,432 $107,000
Q1 2023

May 03, 2023
BUY
$72.23 - $78.61 $2,672 - $2,908
37 Added 2.78%
1,370 $104,000
Q4 2022

Jan 05, 2023
SELL
$66.85 - $78.06 $38,839 - $45,352
-581 Reduced 30.36%
1,333 $0
Q3 2022

Oct 24, 2022
BUY
$70.98 - $83.52 $2,768 - $3,257
39 Added 2.08%
1,914 $138,000
Q2 2022

Jul 12, 2022
BUY
$76.82 - $91.91 $6,606 - $7,904
86 Added 4.81%
1,875 $149,000
Q1 2022

Apr 08, 2022
SELL
$89.51 - $101.14 $55,854 - $63,111
-624 Reduced 25.86%
1,789 $164,000
Q4 2021

Mar 17, 2022
BUY
$100.51 - $106.41 $6,432 - $6,810
64 Added 2.72%
2,413 $248,000
Q3 2021

Oct 22, 2021
SELL
$102.33 - $106.66 $56,588 - $58,982
-553 Reduced 19.06%
2,349 $240,000
Q2 2021

Aug 02, 2021
SELL
$97.54 - $103.68 $218,392 - $232,139
-2,239 Reduced 43.55%
2,902 $299,000
Q1 2021

Apr 15, 2021
BUY
$96.21 - $109.25 $195,594 - $222,105
2,033 Added 65.41%
5,141 $505,000
Q4 2020

Jan 21, 2021
SELL
$108.9 - $113.64 $51,836 - $54,092
-476 Reduced 13.28%
3,108 $341,000
Q3 2020

Oct 06, 2020
BUY
$111.25 - $117.53 $3,560 - $3,760
32 Added 0.9%
3,584 $401,000
Q2 2020

Jul 16, 2020
BUY
$105.17 - $111.65 $13,566 - $14,402
129 Added 3.77%
3,552 $397,000
Q1 2020

Apr 21, 2020
BUY
$91.55 - $114.49 $6,225 - $7,785
68 Added 2.03%
3,423 $365,000
Q4 2019

Jan 22, 2020
BUY
$98.83 - $104.1 $18,678 - $19,674
189 Added 5.97%
3,355 $337,000
Q3 2019

Oct 17, 2019
BUY
$98.92 - $103.09 $8,012 - $8,350
81 Added 2.63%
3,166 $325,000
Q2 2019

Jul 29, 2019
BUY
N/A
16 Added 0.52%
3,085 $299,000
Q1 2019

May 03, 2019
BUY
N/A
46 Added 1.52%
3,069 $283,000
Q4 2018

Feb 04, 2019
BUY
N/A
122 Added 4.21%
3,023 $265,000
Q3 2018

Oct 05, 2018
SELL
N/A
-220 Reduced 7.05%
2,901 $254,000
Q2 2018

Oct 05, 2018
BUY
N/A
736 Added 30.86%
3,121 $277,000
Q1 2018

May 09, 2018
SELL
N/A
-373 Reduced 13.52%
2,385 $217,000
Q4 2017

Jan 16, 2018
BUY
N/A
2,758
2,758 $262,000

Others Institutions Holding BLV

# of Institutions
401
Shares Held
40.5M
Call Options Held
17.1K
Put Options Held
28.2K
View Full List

About VANGUARD BD INDEX FD INC LONG

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

Track Optimum Investment Advisors Portfolio

Follow Optimum Investment Advisors 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 Optimum Investment Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Optimum Investment Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email