Forza Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History

Forza Wealth Management, LLC

$219 Billion
Q4 2024

A detailed history of Forza Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Forza Wealth Management, LLC holds 77,124 shares of BSV stock, worth $5.98 Million. This represents 2.72% of its overall portfolio holdings.

Number of Shares

77,124

Previous 78,227 1.41%

Holding current value

$5.98 Million

Previous $6.16 Billion 3.19%

% of portfolio

2.72%

Previous 2.82%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$77.02 - $78.58 $84,953 - $86,673	-1,103 Reduced 1.41%	77,124 $5.96 Billion
Q3 2024 Oct 28, 2024	BUY	$76.38 - $78.87 $478,138 - $493,726	6,260 Added 8.7%	78,227 $6.16 Billion
Q2 2024 Jul 17, 2024	BUY	$75.81 - $76.76 $70,124 - $71,003	925 Added 1.3%	71,967 $5.52 Billion
Q1 2024 Apr 22, 2024	SELL	$76.34 - $77.25 $16,794 - $16,995	-220 Reduced 0.31%	71,042 $5.45 Billion
Q4 2023 Jan 24, 2024	BUY	$74.64 - $77.03 $2.03 Million - $2.09 Million	27,175 Added 61.64%	71,262 $5.49 Billion
Q3 2023 Oct 24, 2023	BUY	$74.97 - $75.93 $84,341 - $85,421	1,125 Added 2.62%	44,087 $3.31 Billion
Q2 2023 Jul 25, 2023	SELL	$75.52 - $76.97 $160,480 - $163,561	-2,125 Reduced 4.71%	42,962 $3.25 Billion
Q1 2023 May 03, 2023	SELL	$74.67 - $76.76 $72,803 - $74,841	-975 Reduced 2.12%	45,087 $3.45 Billion
Q4 2022 Feb 06, 2023	BUY	$74.07 - $75.87 $3.41 Million - $3.49 Million	46,062 New	46,062 $3.47 Billion

Others Institutions Holding BSV

# of Institutions

1,341

Shares Held

386M

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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Forza Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History