Family Wealth Partners, LLC Vanguard Bd Index Fd Inc Short Transaction History

Family Wealth Partners, LLC

$210 Billion
Q4 2024

A detailed history of Family Wealth Partners, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Family Wealth Partners, LLC holds 35,546 shares of BSV stock, worth $2.77 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares

35,546

Previous 36,434 2.44%

Holding current value

$2.77 Million

Previous $2.87 Billion 4.2%

% of portfolio

1.31%

Previous 1.47%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$77.02 - $78.58 $68,393 - $69,779	-888 Reduced 2.44%	35,546 $2.75 Billion
Q3 2024 Oct 09, 2024	SELL	$76.38 - $78.87 $183,464 - $189,445	-2,402 Reduced 6.18%	36,434 $2.87 Billion
Q2 2024 Jul 10, 2024	BUY	$75.81 - $76.76 $17,891 - $18,115	236 Added 0.61%	38,836 $2.98 Billion
Q1 2024 Apr 16, 2024	SELL	$76.34 - $77.25 $785,233 - $794,593	-10,286 Reduced 21.04%	38,600 $2.96 Billion
Q4 2023 Mar 20, 2024	BUY	$74.64 - $77.03 $3.65 Million - $3.77 Million	48,886 New	48,886 $3.77 Billion

Others Institutions Holding BSV

# of Institutions

1,353

Shares Held

386M

Call Options Held

Put Options Held

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About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

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Family Wealth Partners, LLC Vanguard Bd Index Fd Inc Short Transaction History