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

Forthright Family Wealth Advisory LLC

  • $149 Billion
  • Q1 2024

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 10,525 shares of BSV stock, worth $807,267. This represents 0.54% of its overall portfolio holdings.

Number of Shares
10,525
Previous 4,491 134.36%
Holding current value
$807,267
Previous $346 Million 133.29%
% of portfolio
0.54%
Previous 0.27%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,228
Shares Held
353M
Call Options Held
8.1K
Put Options Held
0
View Full List

About VANGUARD BD INDEX FD INC SHORT

BSV Quotes by TradingView
  • Ticker BSV
  • Sector ETFs
  • Industry ETFs
More about BSV
Track This Portfolio

Track Forthright Family Wealth Advisory LLC Portfolio

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

News

Stay updated on Forthright Family Wealth Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email