A detailed history of Jamison Private Wealth Management, Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 7 shares of BSV stock, worth $551. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7
Previous 6 16.67%
Holding current value
$551
Previous $461,000 16.49%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 11, 2024

BUY
$75.81 - $76.76 $75 - $76
1 Added 16.67%
7 $537,000
Q1 2024

Apr 26, 2024

BUY
$76.34 - $77.25 $76 - $77
1 Added 20.0%
6 $461,000
Q4 2023

Jan 17, 2024

BUY
$74.64 - $77.03 $149 - $154
2 Added 66.67%
5 $386,000
Q3 2023

Jan 05, 2024

BUY
$74.97 - $75.93 $224 - $227
3 New
3 $226,000

Others Institutions Holding BSV

About VANGUARD BD INDEX FD INC SHORT


  • Ticker BSV
  • Sector ETFs
  • Industry ETFs
More about BSV
Track This Portfolio

Track Jamison Private Wealth Management, Inc. Portfolio

Follow Jamison Private Wealth Management, Inc. 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 Jamison Private Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Jamison Private Wealth Management, Inc. with notifications on news.