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 36,434 shares of BSV stock, worth $2.82 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares
36,434
Previous 38,836 6.18%
Holding current value
$2.82 Million
Previous $2.98 Billion 3.75%
% of portfolio
1.47%
Previous 1.55%

Shares

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

About VANGUARD BD INDEX FD INC SHORT


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

Track Family Wealth Partners, LLC Portfolio

Follow Family Wealth Partners, 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 Family Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Wealth Partners, LLC with notifications on news.