Jamison Private Wealth Management, Inc. Vanguard Bd Index Fd Inc Long Transaction History

Jamison Private Wealth Management, Inc.

$657 Billion
Q3 2024

A detailed history of Jamison Private Wealth Management, Inc. transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 364 shares of BLV stock, worth $24,843. This represents 0.0% of its overall portfolio holdings.

Number of Shares

364

Previous 331 9.97%

Holding current value

$24,843

Previous $23.3 Million 17.44%

% of portfolio

0.0%

Previous 0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$69.16 - $76.64 $2,282 - $2,529	33 Added 9.97%	364 $27.3 Million
Q2 2024 Jul 11, 2024	BUY	$67.85 - $72.06 $7,938 - $8,431	117 Added 54.67%	331 $23.3 Million
Q1 2024 Apr 26, 2024	BUY	$70.55 - $74.4 $2,257 - $2,380	32 Added 17.58%	214 $15.5 Million
Q4 2023 Jan 17, 2024	BUY	$63.1 - $75.48 $3,155 - $3,774	50 Added 37.88%	182 $13.6 Million
Q3 2023 Jan 05, 2024	BUY	$66.98 - $75.19 $8,841 - $9,925	132 New	132 $8.84 Million

Others Institutions Holding BLV

# of Institutions

386

Shares Held

42.4M

Call Options Held

27.4K

Put Options Held

158K

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About VANGUARD BD INDEX FD INC LONG

Ticker BLV
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Jamison Private Wealth Management, Inc. Vanguard Bd Index Fd Inc Long Transaction History