Wealth Forward, LLC Vanguard Bd Index Fd Inc Short Transaction History
Wealth Forward, LLC
- $172 Billion
- Q3 2025
A detailed history of Wealth Forward, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Wealth Forward, LLC holds 9,103 shares of BSV stock, worth $716,952. This represents 0.42% of its overall portfolio holdings.
Number of Shares
9,103
Previous 139,294
93.46%
Holding current value
$716,952
Previous $11 Billion
93.45%
% of portfolio
0.42%
Previous 7.37%
Shares
8 transactions
Others Institutions Holding BSV
# of Institutions
1,392Shares Held
410MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY38.6MShares$3.04 Billion0.19% of portfolio
-
Mercer Global Advisors Inc Denver, CO37.9MShares$2.98 Billion5.09% of portfolio
-
Envestnet Asset Management Inc28MShares$2.2 Billion0.68% of portfolio
-
Jpmorgan Chase & CO New York, NY25.1MShares$1.98 Billion0.13% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO19.5MShares$1.54 Billion4.29% of portfolio