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

Dopkins Wealth Management, LLC

  • $190 Million
  • Q1 2025

A detailed history of Dopkins Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 2,615 shares of BSV stock, worth $205,146. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,615
Previous 2,983 12.34%
Holding current value
$205,146
Previous $230,000 11.3%
% of portfolio
0.11%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$76.94 - $78.28 $28,313 - $28,807
-368 Reduced 12.34%
2,615 $204,000
Q4 2024

Feb 10, 2025
BUY
$77.02 - $78.58 $229,750 - $234,404
2,983 New
2,983 $230,000
Q2 2024

Jul 30, 2024
BUY
$75.81 - $76.76 $303 - $307
4 Added 0.13%
3,007 $230,000
Q1 2024

May 03, 2024
BUY
$76.34 - $77.25 $229,249 - $231,981
3,003 New
3,003 $230,000
Q3 2023

Nov 13, 2023
BUY
$74.97 - $75.93 $227,009 - $229,916
3,028 New
3,028 $227,000

Others Institutions Holding BSV

# of Institutions
1,348
Shares Held
388M
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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