Doyle Wealth Management Vanguard Bd Index Fd Inc Short Transaction History
Doyle Wealth Management
- $1.16 Billion
- Q3 2022
A detailed history of Doyle Wealth Management transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Doyle Wealth Management holds 268,595 shares of BSV stock, worth $21.2 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
268,595
Previous 286,822
6.35%
Holding current value
$21.2 Million
Previous $22 Million
8.76%
% of portfolio
1.73%
Previous 1.78%
Shares
21 transactions
Others Institutions Holding BSV
# of Institutions
1,391Shares Held
410MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY38.6MShares$3.04 Billion0.19% of portfolio
-
Mercer Global Advisors Inc Denver, CO37.9MShares$2.98 Billion5.09% of portfolio
-
Envestnet Asset Management Inc28MShares$2.2 Billion0.68% of portfolio
-
Jpmorgan Chase & CO New York, NY25.1MShares$1.98 Billion0.13% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO19.5MShares$1.54 Billion4.29% of portfolio