Forthright Family Wealth Advisory LLC Vanguard Bd Index Fd Inc Long Transaction History

Forthright Family Wealth Advisory LLC

  • $134 Million
  • Q1 2025

A detailed history of Forthright Family Wealth Advisory LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 4,599 shares of BLV stock, worth $319,860. This represents 0.24% of its overall portfolio holdings.

Number of Shares
4,599
Previous 5,488 16.2%
Holding current value
$319,860
Previous $375,000 13.87%
% of portfolio
0.24%
Previous 0.27%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$66.9 - $71.57 $59,474 - $63,625
-889 Reduced 16.2%
4,599 $323,000
Q4 2024

Mar 03, 2025
BUY
$68.25 - $75.42 $135,544 - $149,784
1,986 Added 56.71%
5,488 $375,000
Q3 2024

Dec 09, 2024
SELL
$69.16 - $76.64 $139,288 - $154,352
-2,014 Reduced 36.51%
3,502 $255 Million
Q2 2024

Aug 12, 2024
SELL
$67.85 - $72.06 $1,696 - $1,801
-25 Reduced 0.45%
5,516 $388 Million
Q1 2024

Apr 29, 2024
BUY
$70.55 - $74.4 $390,917 - $412,250
5,541 New
5,541 $401 Million

Others Institutions Holding BLV

# of Institutions
410
Shares Held
49.7M
Call Options Held
70.4K
Put Options Held
11.5K
View Full List

About VANGUARD BD INDEX FD INC LONG

BLV Quotes by TradingView
  • Ticker BLV
  • Sector ETFs
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