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

Forza Wealth Management, LLC

$218 Billion
Q3 2024

A detailed history of Forza Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Forza Wealth Management, LLC holds 78,227 shares of BSV stock, worth $6.04 Million. This represents 2.82% of its overall portfolio holdings.

Number of Shares

78,227

Previous 71,967 8.7%

Holding current value

$6.04 Million

Previous $5.52 Billion 11.52%

% of portfolio

2.82%

Previous 2.85%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$76.38 - $78.87 $478,138 - $493,726	6,260 Added 8.7%	78,227 $6.16 Billion
Q2 2024 Jul 17, 2024	BUY	$75.81 - $76.76 $70,124 - $71,003	925 Added 1.3%	71,967 $5.52 Billion
Q1 2024 Apr 22, 2024	SELL	$76.34 - $77.25 $16,794 - $16,995	-220 Reduced 0.31%	71,042 $5.45 Billion
Q4 2023 Jan 24, 2024	BUY	$74.64 - $77.03 $2.03 Million - $2.09 Million	27,175 Added 61.64%	71,262 $5.49 Billion
Q3 2023 Oct 24, 2023	BUY	$74.97 - $75.93 $84,341 - $85,421	1,125 Added 2.62%	44,087 $3.31 Billion
Q2 2023 Jul 25, 2023	SELL	$75.52 - $76.97 $160,480 - $163,561	-2,125 Reduced 4.71%	42,962 $3.25 Billion
Q1 2023 May 03, 2023	SELL	$74.67 - $76.76 $72,803 - $74,841	-975 Reduced 2.12%	45,087 $3.45 Billion
Q4 2022 Feb 06, 2023	BUY	$74.07 - $75.87 $3.41 Million - $3.49 Million	46,062 New	46,062 $3.47 Billion

Others Institutions Holding BSV

# of Institutions

1,221

Shares Held

368M

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 Forza Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forza Wealth Management, LLC with notifications on news.

Account

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