Carlton Hofferkamp & Jenks Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History

Carlton Hofferkamp & Jenks Wealth Management, LLC

  • $257 Million
  • Q4 2024

A detailed history of Carlton Hofferkamp & Jenks Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Carlton Hofferkamp & Jenks Wealth Management, LLC holds 6,827 shares of BSV stock, worth $529,024. This represents 0.2% of its overall portfolio holdings.

Number of Shares
6,827
Previous 6,823 0.06%
Holding current value
$529,024
Previous $536,000 1.68%
% of portfolio
0.2%
Previous 0.17%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$77.02 - $78.58 $308 - $314
4 Added 0.06%
6,827 $527,000
Q3 2024

Nov 05, 2024
SELL
$76.38 - $78.87 $22,914 - $23,661
-300 Reduced 4.21%
6,823 $536,000
Q2 2024

Jul 31, 2024
SELL
$75.81 - $76.76 $7,505 - $7,599
-99 Reduced 1.37%
7,123 $546,000
Q1 2024

Apr 26, 2024
SELL
$76.34 - $77.25 $74,126 - $75,009
-971 Reduced 11.85%
7,222 $553,000
Q4 2023

Jan 25, 2024
SELL
$74.64 - $77.03 $153,534 - $158,450
-2,057 Reduced 20.07%
8,193 $631,000
Q3 2023

Oct 26, 2023
SELL
$74.97 - $75.93 $63,724 - $64,540
-850 Reduced 7.66%
10,250 $770,000
Q2 2023

Aug 07, 2023
BUY
$75.52 - $76.97 $75 - $76
1 Added 0.01%
11,100 $838,000
Q1 2023

May 11, 2023
SELL
$74.67 - $76.76 $17,174 - $17,654
-230 Reduced 2.03%
11,099 $848,000
Q4 2022

Jan 30, 2023
SELL
$74.07 - $75.87 $65,477 - $67,069
-884 Reduced 7.24%
11,329 $852,000
Q3 2022

Oct 24, 2022
SELL
$74.52 - $77.47 $90,914 - $94,513
-1,220 Reduced 9.08%
12,213 $908,000
Q2 2022

Jul 12, 2022
SELL
$75.68 - $77.74 $18,920 - $19,435
-250 Reduced 1.83%
13,433 $1.03 Million
Q1 2022

Apr 11, 2022
SELL
$77.66 - $80.73 $3,106 - $3,229
-40 Reduced 0.29%
13,683 $1.06 Million
Q2 2021

Jul 19, 2021
BUY
$82.08 - $82.43 $82 - $82
1 Added 0.01%
13,723 $1.13 Million
Q4 2020

Jan 20, 2021
SELL
$82.67 - $82.96 $24,801 - $24,887
-300 Reduced 2.14%
13,722 $1.14 Million
Q3 2020

Nov 12, 2020
SELL
$82.96 - $83.3 $12,692 - $12,744
-153 Reduced 1.08%
14,022 $1.16 Million
Q2 2020

Jul 30, 2020
BUY
$81.78 - $83.12 $63,788 - $64,833
780 Added 5.82%
14,175 $1.18 Million
Q1 2020

Apr 30, 2020
SELL
$78.67 - $82.51 $39,335 - $41,255
-500 Reduced 3.6%
13,395 $1.11 Million
Q4 2019

Jan 28, 2020
BUY
$80.41 - $81.14 $109,759 - $110,756
1,365 Added 10.89%
13,895 $1.13 Million
Q3 2019

Oct 11, 2019
SELL
$80.39 - $80.84 $4,019 - $4,042
-50 Reduced 0.4%
12,530 $1.01 Million
Q1 2019

Apr 22, 2019
SELL
N/A
-255 Reduced 1.99%
12,580 $1 Million
Q4 2018

Jan 29, 2019
SELL
N/A
-4,100 Reduced 24.21%
12,835 $1.01 Million
Q2 2018

Jul 06, 2018
SELL
N/A
-275 Reduced 1.6%
16,935 $1.32 Million
Q1 2018

Apr 18, 2018
SELL
N/A
-635 Reduced 3.56%
17,210 $1.35 Million
Q4 2017

Jan 26, 2018
BUY
N/A
115 Added 0.65%
17,845 $1.41 Million
Q3 2017

Oct 06, 2017
BUY
N/A
17,730
17,730 $1.42 Million

Others Institutions Holding BSV

# of Institutions
1,331
Shares Held
400M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD BD INDEX FD INC SHORT

BSV Quotes by TradingView
  • Ticker BSV
  • Sector ETFs
  • Industry ETFs
More about BSV
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