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 3,007 shares of BSV stock, worth $236,921. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,007
Previous 3,003 0.13%
Holding current value
$236,921
Previous $230,000 -0.0%
% of portfolio
0.15%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD BD INDEX FD INC SHORT


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

Track Dopkins Wealth Management, LLC Portfolio

Follow Dopkins Wealth Management, 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 Dopkins Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dopkins Wealth Management, LLC with notifications on news.