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

Accurate Wealth Management, LLC

$426 Million
Q2 2024

A detailed history of Accurate Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 3,420 shares of BSV stock, worth $266,862. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,420

Holding current value

$266,862

% of portfolio

0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	BUY	$75.81 - $76.76 $259,270 - $262,519	3,420 New	3,420 $262,000
Q3 2023 Oct 23, 2023	SELL	$74.97 - $75.93 $183,601 - $185,952	-2,449 Reduced 45.75%	2,904 $218,000
Q2 2023 Jul 24, 2023	BUY	$75.52 - $76.97 $139,258 - $141,932	1,844 Added 52.55%	5,353 $404,000
Q1 2023 Apr 13, 2023	SELL	$74.67 - $76.76 $105,956 - $108,922	-1,419 Reduced 28.79%	3,509 $268,000
Q4 2022 Jan 11, 2023	SELL	$74.07 - $75.87 $521,600 - $534,276	-7,042 Reduced 58.83%	4,928 $0
Q3 2022 Nov 14, 2022	BUY	$74.52 - $77.47 $508,971 - $529,120	6,830 Added 132.88%	11,970 $1.1 Million
Q2 2022 Aug 04, 2022	SELL	$75.68 - $77.74 $77,269 - $79,372	-1,021 Reduced 16.57%	5,140 $395,000
Q1 2022 May 10, 2022	BUY	$77.66 - $80.73 $478,463 - $497,377	6,161 New	6,161 $480,000

Others Institutions Holding BSV

# of Institutions

1,215

Shares Held

363M

Call Options Held

3.2K

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

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