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

Forthright Family Wealth Advisory LLC

$141 Million
Q2 2025

A detailed history of Forthright Family Wealth Advisory LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 5,128 shares of BSV stock, worth $402,650. This represents 0.29% of its overall portfolio holdings.

Number of Shares

5,128

Previous 8,349 38.58%

Holding current value

$402,650

Previous $653,000 38.28%

% of portfolio

0.29%

Previous 0.49%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$77.74 - $78.78 $250,400 - $253,750	-3,221 Reduced 38.58%	5,128 $403,000
Q1 2025 Apr 30, 2025	SELL	$76.94 - $78.28 $139,723 - $142,156	-1,816 Reduced 17.87%	8,349 $653,000
Q4 2024 Mar 03, 2025	BUY	$77.02 - $78.58 $262,099 - $267,407	3,403 Added 50.33%	10,165 $785,000
Q3 2024 Dec 09, 2024	SELL	$76.38 - $78.87 $284,362 - $293,633	-3,723 Reduced 35.51%	6,762 $526 Million
Q2 2024 Aug 12, 2024	SELL	$75.81 - $76.76 $3,032 - $3,070	-40 Reduced 0.38%	10,485 $804 Million
Q1 2024 Apr 29, 2024	BUY	$76.34 - $77.25 $460,635 - $466,126	6,034 Added 134.36%	10,525 $807 Million
Q4 2023 Feb 28, 2024	BUY	$74.64 - $77.03 $335,208 - $345,941	4,491 New	4,491 $346 Million

Others Institutions Holding BSV

# of Institutions

1,374

Shares Held

399M

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