Capital Advisors Wealth Management, LLC Vanguard Bd Index Fd Inc Long Transaction History

Capital Advisors Wealth Management, LLC

  • $623 Million
  • Q2 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 279,916 shares of BLV stock, worth $19.4 Million. This represents 3.12% of its overall portfolio holdings.

Number of Shares
279,916
Previous 231,024 21.16%
Holding current value
$19.4 Million
Previous $16.3 Million 19.65%
% of portfolio
3.12%
Previous 2.9%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$66.5 - $71.25 $3.25 Million - $3.48 Million
48,892 Added 21.16%
279,916 $19.5 Million
Q1 2025

Apr 24, 2025
SELL
$66.9 - $71.57 $6.09 Million - $6.52 Million
-91,045 Reduced 28.27%
231,024 $16.3 Million
Q4 2024

Jan 14, 2025
SELL
$68.25 - $75.42 $1.13 Million - $1.25 Million
-16,515 Reduced 4.88%
322,069 $22 Million
Q3 2024

Oct 15, 2024
BUY
$69.16 - $76.64 $7.39 Million - $8.19 Million
106,918 Added 46.15%
338,584 $25.5 Million
Q2 2024

Jul 16, 2024
BUY
$67.85 - $72.06 $352,073 - $373,919
5,189 Added 2.29%
231,666 $16.3 Million
Q1 2024

Apr 12, 2024
BUY
$70.55 - $74.4 $4 Million - $4.22 Million
56,722 Added 33.41%
226,477 $16.4 Million
Q4 2023

Jan 08, 2024
BUY
$63.1 - $75.48 $6.33 Million - $7.58 Million
100,369 Added 144.65%
169,755 $12.7 Million
Q3 2023

Oct 10, 2023
BUY
$66.98 - $75.19 $826,600 - $927,919
12,341 Added 21.63%
69,386 $4.65 Million
Q2 2023

Jul 11, 2023
BUY
$72.8 - $77.78 $165,037 - $176,327
2,267 Added 4.14%
57,045 $4.27 Million
Q1 2023

Apr 14, 2023
BUY
$72.23 - $78.61 $3.96 Million - $4.31 Million
54,778 New
54,778 $4.2 Million
Q1 2022

May 09, 2022
SELL
$89.51 - $101.14 $292,071 - $330,019
-3,263 Closed
0 $0
Q4 2021

Feb 04, 2022
BUY
$100.51 - $106.41 $75,281 - $79,701
749 Added 29.79%
3,263 $336,000
Q3 2021

Nov 12, 2021
BUY
$102.33 - $106.66 $45,025 - $46,930
440 Added 21.22%
2,514 $257,000
Q2 2021

Aug 13, 2021
SELL
$97.54 - $103.68 $12,680 - $13,478
-130 Reduced 5.9%
2,074 $214,000
Q1 2021

Apr 20, 2021
BUY
$96.21 - $109.25 $212,046 - $240,787
2,204 New
2,204 $216,000

Others Institutions Holding BLV

# of Institutions
399
Shares Held
51.3M
Call Options Held
50.6K
Put Options Held
11.1K
View Full List

About VANGUARD BD INDEX FD INC LONG

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