Intergy Private Wealth, LLC Vanguard Bd Index Fd Inc Short Transaction History

Intergy Private Wealth, LLC

  • $240 Million
  • Q2 2024

A detailed history of Intergy Private Wealth, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 5,526 shares of BSV stock, worth $433,956. This represents 0.18% of its overall portfolio holdings.

Number of Shares
5,526
Previous 7,887 29.94%
Holding current value
$433,956
Previous $604,000 29.97%
% of portfolio
0.18%
Previous 0.25%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024
SELL
$75.81 - $76.76 $178,987 - $181,230
-2,361 Reduced 29.94%
5,526 $423,000
Q1 2024

Apr 24, 2024
SELL
$76.34 - $77.25 $30,383 - $30,745
-398 Reduced 4.8%
7,887 $604,000
Q4 2023

Jan 11, 2024
SELL
$74.64 - $77.03 $895 - $924
-12 Reduced 0.14%
8,285 $638,000
Q3 2023

Oct 19, 2023
BUY
$74.97 - $75.93 $13,119 - $13,287
175 Added 2.15%
8,297 $623,000
Q2 2023

Aug 11, 2023
BUY
$75.52 - $76.97 $25,525 - $26,015
338 Added 4.34%
8,122 $613,000
Q1 2023

May 03, 2023
BUY
$74.67 - $76.76 $43,980 - $45,211
589 Added 8.19%
7,784 $595,000
Q4 2022

Jan 18, 2023
BUY
$74.07 - $75.87 $25,109 - $25,719
339 Added 4.94%
7,195 $0
Q3 2022

Oct 18, 2022
BUY
$74.52 - $77.47 $121,318 - $126,121
1,628 Added 31.14%
6,856 $513,000
Q2 2022

Jul 13, 2022
BUY
$75.68 - $77.74 $56,154 - $57,683
742 Added 16.54%
5,228 $401,000
Q1 2022

Apr 25, 2022
BUY
$77.66 - $80.73 $348,382 - $362,154
4,486 New
4,486 $349,000

Others Institutions Holding BSV

# of Institutions
1,215
Shares Held
363M
Call Options Held
3.2K
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
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