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

Clientfirst Wealth Management, LLC

  • $82.6 Million
  • Q3 2023

A detailed history of Clientfirst Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Clientfirst Wealth Management, LLC holds 6,437 shares of BSV stock, worth $499,768. This represents 0.58% of its overall portfolio holdings.

Number of Shares
6,437
Previous 3,473 85.34%
Holding current value
$499,768
Previous $262,000 84.35%
% of portfolio
0.58%
Previous 0.31%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 07, 2023
BUY
$74.97 - $75.93 $222,211 - $225,056
2,964 Added 85.34%
6,437 $483,000
Q2 2023

Jul 20, 2023
BUY
$75.52 - $76.97 $262,280 - $267,316
3,473 New
3,473 $262,000

Others Institutions Holding BSV

# of Institutions
1,239
Shares Held
376M
Call Options Held
0
Put Options Held
96.7K
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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