Wmg Financial Advisors, LLC Vanguard Bd Index Fd Inc Long Transaction History

Wmg Financial Advisors, LLC

$215 Million
Q4 2024

A detailed history of Wmg Financial Advisors, LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 5,753 shares of BLV stock, worth $397,302. This represents 0.18% of its overall portfolio holdings.

Number of Shares

5,753

Previous 7,325 21.46%

Holding current value

$397,302

Previous $550,000 28.55%

% of portfolio

0.18%

Previous 0.27%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$68.25 - $75.42 $107,289 - $118,560	-1,572 Reduced 21.46%	5,753 $393,000
Q3 2024 Oct 31, 2024	SELL	$69.16 - $76.64 $27,664 - $30,656	-400 Reduced 5.18%	7,325 $550,000
Q2 2024 Jul 30, 2024	SELL	$67.85 - $72.06 $13,569 - $14,412	-200 Reduced 2.52%	7,725 $542,000
Q1 2024 May 07, 2024	BUY	$70.55 - $74.4 $8,818 - $9,300	125 Added 1.6%	7,925 $573,000
Q4 2023 Feb 08, 2024	SELL	$63.1 - $75.48 $22,085 - $26,418	-350 Reduced 4.29%	7,800 $581,000
Q2 2023 Aug 03, 2023	BUY	$72.8 - $77.78 $127,400 - $136,115	1,750 Added 27.34%	8,150 $610,000
Q3 2022 Oct 18, 2022	BUY	$70.98 - $83.52 $177,450 - $208,800	2,500 Added 64.1%	6,400 $462,000
Q2 2022 Aug 08, 2022	BUY	$76.82 - $91.91 $299,598 - $358,449	3,900 New	3,900 $312,000

Others Institutions Holding BLV

# of Institutions

397

Shares Held

70.7M

Call Options Held

17.1K

Put Options Held

28.2K

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About VANGUARD BD INDEX FD INC LONG

Ticker BLV
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Wmg Financial Advisors, LLC Vanguard Bd Index Fd Inc Long Transaction History