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

Geo Wealth Management, LLC

  • $2.73 Billion
  • Q3 2024

A detailed history of Geo Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Geo Wealth Management, LLC holds 2,556 shares of BSV stock, worth $197,629. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,556
Previous 52,746 95.15%
Holding current value
$197,629
Previous $4.05 Million 95.03%
% of portfolio
0.01%
Previous 0.18%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$76.38 - $78.87 $3.83 Million - $3.96 Million
-50,190 Reduced 95.15%
2,556 $201,000
Q2 2024

Aug 12, 2024
SELL
$75.81 - $76.76 $1.13 Million - $1.14 Million
-14,912 Reduced 22.04%
52,746 $4.05 Million
Q1 2024

May 15, 2024
SELL
$76.34 - $77.25 $5.17 Million - $5.23 Million
-67,658 Closed
0 $0
Q1 2024

May 15, 2024
BUY
$76.34 - $77.25 $1.61 Million - $1.62 Million
21,028 Added 45.1%
67,658 $5.19 Million
Q4 2023

Feb 13, 2024
BUY
$74.64 - $77.03 $662,355 - $683,564
8,874 Added 23.5%
46,630 $3.59 Million
Q3 2023

Nov 13, 2023
SELL
$74.97 - $75.93 $136,670 - $138,420
-1,823 Reduced 4.61%
37,756 $2.84 Million
Q2 2023

Aug 10, 2023
SELL
$75.52 - $76.97 $2.44 Million - $2.48 Million
-32,284 Reduced 44.92%
39,579 $2.99 Million
Q1 2023

May 12, 2023
BUY
$74.67 - $76.76 $438,312 - $450,581
5,870 Added 8.89%
71,863 $5.5 Million
Q4 2022

Feb 13, 2023
BUY
$74.07 - $75.87 $1.12 Million - $1.14 Million
15,085 Added 29.63%
65,993 $4.97 Million
Q3 2022

Nov 14, 2022
BUY
$74.52 - $77.47 $28,317 - $29,438
380 Added 0.75%
50,908 $3.81 Million
Q2 2022

Aug 12, 2022
BUY
$75.68 - $77.74 $2.95 Million - $3.03 Million
38,964 Added 336.94%
50,528 $3.88 Million
Q1 2022

May 13, 2022
SELL
$77.66 - $80.73 $116,645 - $121,256
-1,502 Reduced 11.5%
11,564 $901,000
Q4 2021

Feb 14, 2022
SELL
$80.78 - $81.98 $1.58 Million - $1.61 Million
-19,601 Reduced 60.0%
13,066 $1.06 Million
Q3 2021

Nov 12, 2021
SELL
$81.9 - $82.4 $2.35 Million - $2.36 Million
-28,676 Reduced 46.75%
32,667 $2.68 Million
Q2 2021

Aug 17, 2021
BUY
$82.08 - $82.43 $165,883 - $166,591
2,021 Added 3.41%
61,343 $5.04 Million
Q1 2021

May 13, 2021
BUY
$82.08 - $82.89 $42,681 - $43,102
520 Added 0.88%
59,322 $4.88 Million
Q4 2020

Feb 12, 2021
SELL
$82.67 - $82.96 $2.11 Million - $2.12 Million
-25,564 Reduced 30.3%
58,802 $4.87 Million
Q3 2020

Nov 13, 2020
BUY
$82.96 - $83.3 $1.99 Million - $2 Million
23,973 Added 39.69%
84,366 $6.99 Million
Q2 2020

Aug 14, 2020
BUY
$81.78 - $83.12 $4.94 Million - $5.02 Million
60,393 New
60,393 $5.02 Million
Q4 2019

Feb 13, 2020
SELL
$80.41 - $81.14 $9.01 Million - $9.09 Million
-112,067 Closed
0 $0
Q3 2019

Nov 14, 2019
BUY
$80.39 - $80.84 $9.01 Million - $9.06 Million
112,067 New
112,067 $9.05 Million

Others Institutions Holding BSV

# of Institutions
1,256
Shares Held
375M
Call Options Held
0
Put Options Held
96.7K
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 Geo Wealth Management, LLC Portfolio

Follow Geo Wealth Management, 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 Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email