Beacon Harbor Wealth Advisors, Inc. Vanguard Bd Index Fd Inc Long Transaction History

Beacon Harbor Wealth Advisors, Inc.

$387 Million
Q2 2025

A detailed history of Beacon Harbor Wealth Advisors, Inc. transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Beacon Harbor Wealth Advisors, Inc. holds 68,469 shares of BLV stock, worth $4.74 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares

68,469

Previous 75,268 9.03%

Holding current value

$4.74 Million

Previous $5.3 Million 10.17%

% of portfolio

1.23%

Previous 1.26%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$66.5 - $71.25 $452,133 - $484,428	-6,799 Reduced 9.03%	68,469 $4.76 Million
Q1 2025 May 09, 2025	BUY	$66.9 - $71.57 $257,029 - $274,971	3,842 Added 5.38%	75,268 $5.3 Million
Q4 2024 Feb 06, 2025	BUY	$68.25 - $75.42 $4.87 Million - $5.39 Million	71,426 New	71,426 $4.89 Million

Others Institutions Holding BLV

# of Institutions

406

Shares Held

50.1M

Call Options Held

70.4K

Put Options Held

11.5K

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About VANGUARD BD INDEX FD INC LONG

Ticker BLV
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Beacon Harbor Wealth Advisors, Inc. Vanguard Bd Index Fd Inc Long Transaction History