Forum Private Client Group LLC Vanguard Bd Index Fd Inc Short Transaction History

Forum Private Client Group LLC

$230 Billion
Q1 2025

A detailed history of Forum Private Client Group LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Forum Private Client Group LLC holds 61,967 shares of BSV stock, worth $4.86 Million. This represents 2.11% of its overall portfolio holdings.

Number of Shares

61,967

Previous 56,987 8.74%

Holding current value

$4.86 Million

Previous $4.4 Billion 10.16%

% of portfolio

2.11%

Previous 1.96%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$76.94 - $78.28 $383,161 - $389,834	4,980 Added 8.74%	61,967 $4.85 Billion
Q4 2024 Feb 13, 2025	BUY	$77.02 - $78.58 $30,808 - $31,432	400 Added 0.71%	56,987 $4.4 Billion
Q3 2024 Nov 12, 2024	BUY	$76.38 - $78.87 $158,946 - $164,128	2,081 Added 3.82%	56,587 $4.45 Billion
Q2 2024 Aug 13, 2024	BUY	$75.81 - $76.76 $336,217 - $340,430	4,435 Added 8.86%	54,506 $4.18 Billion
Q1 2024 May 15, 2024	BUY	$76.34 - $77.25 $347,194 - $351,333	4,548 Added 9.99%	50,071 $3.84 Billion
Q4 2023 Jan 19, 2024	BUY	$74.64 - $77.03 $3.4 Million - $3.51 Million	45,523 New	45,523 $3.51 Billion
Q2 2023 Aug 02, 2023	BUY	$75.52 - $76.97 $199,523 - $203,354	2,642 Added 7.18%	39,422 $2.98 Million
Q1 2023 May 15, 2023	BUY	$74.67 - $76.76 $138,139 - $142,006	1,850 Added 5.3%	36,780 $2.81 Million
Q4 2022 Feb 10, 2023	SELL	$74.07 - $75.87 $41,182 - $42,183	-556 Reduced 1.57%	34,930 $2.63 Million
Q3 2022 Nov 10, 2022	BUY	$74.52 - $77.47 $217,151 - $225,747	2,914 Added 8.95%	35,486 $2.66 Million
Q2 2022 Aug 05, 2022	BUY	$75.68 - $77.74 $65,841 - $67,633	870 Added 2.74%	32,572 $2.5 Million
Q1 2022 Aug 05, 2022	BUY	$77.66 - $80.73 $2.46 Million - $2.56 Million	31,702 New	31,702 $2.47 Million

Others Institutions Holding BSV

# of Institutions

1,357

Shares Held

394M

Call Options Held

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

More about BSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Forum Private Client Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forum Private Client Group LLC with notifications on news.

Account

Forum Private Client Group LLC Vanguard Bd Index Fd Inc Short Transaction History