Forthright Family Wealth Advisory LLC Vanguard Bd Index Fd Inc Long Transaction History

Forthright Family Wealth Advisory LLC

$134 Million
Q1 2025

A detailed history of Forthright Family Wealth Advisory LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 4,599 shares of BLV stock, worth $318,066. This represents 0.24% of its overall portfolio holdings.

Number of Shares

4,599

Previous 5,488 16.2%

Holding current value

$318,066

Previous $375,000 13.87%

% of portfolio

0.24%

Previous 0.27%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$66.9 - $71.57 $59,474 - $63,625	-889 Reduced 16.2%	4,599 $323,000
Q4 2024 Mar 03, 2025	BUY	$68.25 - $75.42 $135,544 - $149,784	1,986 Added 56.71%	5,488 $375,000
Q3 2024 Dec 09, 2024	SELL	$69.16 - $76.64 $139,288 - $154,352	-2,014 Reduced 36.51%	3,502 $255 Million
Q2 2024 Aug 12, 2024	SELL	$67.85 - $72.06 $1,696 - $1,801	-25 Reduced 0.45%	5,516 $388 Million
Q1 2024 Apr 29, 2024	BUY	$70.55 - $74.4 $390,917 - $412,250	5,541 New	5,541 $401 Million

Others Institutions Holding BLV

# of Institutions

410

Shares Held

48.6M

Call Options Held

70.4K

Put Options Held

11.5K

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About VANGUARD BD INDEX FD INC LONG

Ticker BLV
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Forthright Family Wealth Advisory LLC Vanguard Bd Index Fd Inc Long Transaction History