A detailed history of Creative One Wealth, LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Creative One Wealth, LLC holds 199,006 shares of BLV stock, worth $14 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
199,006
Previous 160,633 23.89%
Holding current value
$14 Million
Previous $12 Million 20.15%
% of portfolio
0.57%
Previous 0.77%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$70.55 - $74.4 $2.71 Million - $2.85 Million
38,373 Added 23.89%
199,006 $14.4 Million
Q4 2023

Feb 09, 2024

BUY
$63.1 - $75.48 $1.26 Million - $1.51 Million
20,017 Added 14.24%
160,633 $12 Million
Q3 2023

Oct 17, 2023

BUY
$66.98 - $75.19 $481,988 - $541,067
7,196 Added 5.39%
140,616 $9.43 Million
Q2 2023

Aug 16, 2023

BUY
$72.8 - $77.78 $2.36 Million - $2.52 Million
32,380 Added 32.05%
133,420 $10 Million
Q2 2023

Aug 14, 2023

SELL
$72.8 - $77.78 $2.02 Million - $2.16 Million
-27,708 Reduced 21.52%
101,040 $8.01 Million
Q1 2023

May 15, 2023

BUY
$72.23 - $78.61 $615,471 - $669,835
8,521 Added 7.09%
128,748 $9.87 Million
Q4 2022

Feb 14, 2023

BUY
$67.98 - $78.06 $1.07 Million - $1.23 Million
15,703 Added 15.02%
120,227 $8.71 Million
Q3 2022

Nov 14, 2022

BUY
N/A
8,872 Added 9.28%
104,524 $7.52 Million
Q2 2022

Aug 12, 2022

BUY
N/A
3,009 Added 3.25%
95,652 $7.63 Million
Q1 2022

May 13, 2022

BUY
N/A
7,338 Added 8.6%
92,643 $8.49 Million
Q4 2021

Feb 15, 2022

BUY
N/A
7,061 Added 9.02%
85,305 $8.78 Million
Q3 2021

Nov 16, 2021

BUY
N/A
15,469 Added 24.64%
78,244 $8.03 Million
Q2 2021

Aug 13, 2021

BUY
N/A
4,220 Added 7.21%
62,775 $6.47 Million
Q1 2021

May 17, 2021

BUY
N/A
5,800 Added 10.99%
58,555 $5.75 Million
Q4 2020

Feb 12, 2021

BUY
N/A
5,749 Added 12.23%
52,755 $5.78 Million
Q3 2020

Nov 13, 2020

BUY
N/A
4,074 Added 9.49%
47,006 $5.26 Million
Q2 2020

Aug 13, 2020

BUY
N/A
2,884 Added 7.2%
42,932 $4.79 Million
Q1 2020

May 14, 2020

SELL
N/A
-1,220 Reduced 2.96%
40,048 $4.27 Million
Q4 2019

Feb 13, 2020

BUY
N/A
3,224 Added 8.47%
41,268 $4.14 Million
Q3 2019

Nov 13, 2019

BUY
N/A
1,406 Added 3.84%
38,044 $3.91 Million
Q2 2019

Aug 15, 2019

BUY
N/A
3,617 Added 10.95%
36,638 $3.56 Million
Q1 2019

May 15, 2019

BUY
N/A
2,083 Added 6.73%
33,021 $3.04 Million
Q4 2018

Feb 14, 2019

BUY
N/A
1,116 Added 3.74%
30,938 $2.71 Million
Q3 2018

Nov 14, 2018

BUY
N/A
2,592 Added 9.52%
29,822 $2.61 Million
Q2 2018

Aug 14, 2018

BUY
N/A
3,435 Added 14.44%
27,230 $2.41 Million
Q1 2018

May 14, 2018

BUY
N/A
23,795 New
23,795 $2.16 Million

Others Institutions Holding BLV

About VANGUARD BD INDEX FD INC LONG


  • Ticker BLV
  • Sector ETFs
  • Industry ETFs
More about BLV
Track This Portfolio

Track Creative One Wealth, LLC Portfolio

Follow Creative One Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.