Iht Wealth Management, LLC Vanguard Bd Index Fd Inc Long Transaction History

Iht Wealth Management, LLC

$3.44 Billion
Q3 2024

A detailed history of Iht Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Iht Wealth Management, LLC holds 4,424 shares of BLV stock, worth $305,123. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,424

Previous 3,935 12.43%

Holding current value

$305,123

Previous $276,000 20.29%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$69.16 - $76.64 $33,819 - $37,476	489 Added 12.43%	4,424 $332,000
Q2 2024 Aug 14, 2024	SELL	$67.85 - $72.06 $3,053 - $3,242	-45 Reduced 1.13%	3,935 $276,000
Q1 2024 May 15, 2024	BUY	$70.55 - $74.4 $3,598 - $3,794	51 Added 1.3%	3,980 $287,000
Q4 2023 Feb 14, 2024	SELL	$63.1 - $75.48 $7,508 - $8,982	-119 Reduced 2.94%	3,929 $293,000
Q3 2023 Nov 14, 2023	BUY	$66.98 - $75.19 $6,430 - $7,218	96 Added 2.43%	4,048 $271,000
Q2 2023 Aug 14, 2023	BUY	$72.8 - $77.78 $287,705 - $307,386	3,952 New	3,952 $296,000
Q2 2018 Aug 13, 2018	SELL	N/A	-403 Closed	0 $0
Q1 2018 May 15, 2018	BUY	N/A	138 Added 52.08%	403 $37,000
Q4 2017 Feb 14, 2018	SELL	N/A	-1 Reduced 0.38%	265 $25,000
Q3 2017 Nov 14, 2017	BUY	N/A	266	266 $25,000

Others Institutions Holding BLV

# of Institutions

381

Shares Held

41.3M

Call Options Held

27.4K

Put Options Held

158K

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About VANGUARD BD INDEX FD INC LONG

Ticker BLV
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Iht Wealth Management, LLC Vanguard Bd Index Fd Inc Long Transaction History