Congress Wealth Management LLC Vanguard Bd Index Fd Inc Short Transaction History

Congress Wealth Management LLC

  • $6.12 Billion
  • Q2 2024

A detailed history of Congress Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Congress Wealth Management LLC holds 3,958 shares of BSV stock, worth $310,346. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,958
Previous 2,914 35.83%
Holding current value
$310,346
Previous $223,000 35.87%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$75.81 - $76.76 $79,145 - $80,137
1,044 Added 35.83%
3,958 $303,000
Q1 2024

Apr 18, 2024
BUY
$76.34 - $77.25 $1,908 - $1,931
25 Added 0.87%
2,914 $223,000
Q4 2023

Feb 09, 2024
BUY
$74.64 - $77.03 $298 - $308
4 Added 0.14%
2,889 $222,000
Q3 2023

Oct 30, 2023
BUY
$74.97 - $75.93 $216,288 - $219,058
2,885 New
2,885 $216,000
Q1 2022

May 16, 2022
SELL
N/A
-2,671 Closed
0 $0
Q4 2021

Feb 04, 2022
BUY
N/A
2,671 New
2,671 $216,000

Others Institutions Holding BSV

# of Institutions
1,215
Shares Held
363M
Call Options Held
3.2K
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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