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

Wmg Financial Advisors, LLC

  • $273 Million
  • Q3 2025

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 3,303 shares of BLV stock, worth $231,837. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,303
Previous 5,253 37.12%
Holding current value
$231,837
Previous $365,000 35.89%
% of portfolio
0.09%
Previous 0.15%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$67.48 - $71.55 $131,586 - $139,522
-1,950 Reduced 37.12%
3,303 $234,000
Q2 2025

Jul 24, 2025
SELL
$66.5 - $71.25 $33,250 - $35,625
-500 Reduced 8.69%
5,253 $365,000
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
424
Shares Held
47.4M
Call Options Held
76.2K
Put Options Held
12.9K
View Full List

About VANGUARD BD INDEX FD INC LONG

BLV Quotes by TradingView
  • Ticker BLV
  • Sector ETFs
  • Industry ETFs
More about BLV
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