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

Kiley Juergens Wealth Management, LLC

$372 Million
Q3 2024

A detailed history of Kiley Juergens Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Kiley Juergens Wealth Management, LLC holds 88,355 shares of BSV stock, worth $6.84 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares

88,355

Previous 93,634 5.64%

Holding current value

$6.84 Million

Previous $7.18 Million 3.19%

% of portfolio

1.87%

Previous 2.07%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$76.38 - $78.87 $403,210 - $416,354	-5,279 Reduced 5.64%	88,355 $6.95 Million
Q2 2024 Jul 23, 2024	SELL	$75.81 - $76.76 $50,944 - $51,582	-672 Reduced 0.71%	93,634 $7.18 Million
Q1 2024 Apr 18, 2024	BUY	$76.34 - $77.25 $869,741 - $880,109	11,393 Added 13.74%	94,306 $7.23 Million
Q4 2023 Jan 30, 2024	BUY	$74.64 - $77.03 $182,121 - $187,953	2,440 Added 3.03%	82,913 $6.39 Million
Q3 2023 Oct 17, 2023	SELL	$74.97 - $75.93 $56,152 - $56,871	-749 Reduced 0.92%	80,473 $6.05 Million
Q2 2023 Jul 26, 2023	BUY	$75.52 - $76.97 $71,517 - $72,890	947 Added 1.18%	81,222 $6.14 Million
Q1 2023 May 02, 2023	BUY	$74.67 - $76.76 $116,559 - $119,822	1,561 Added 1.98%	80,275 $6.14 Million
Q4 2022 Feb 06, 2023	SELL	$74.07 - $75.87 $614,262 - $629,189	-8,293 Reduced 9.53%	78,714 $5.93 Million
Q3 2022 Oct 11, 2022	SELL	$74.52 - $77.47 $586,770 - $609,998	-7,874 Reduced 8.3%	87,007 $6.51 Million
Q2 2022 Jul 29, 2022	SELL	$75.68 - $77.74 $9.5 Million - $9.75 Million	-125,474 Reduced 56.94%	94,881 $7.29 Million
Q1 2022 Apr 27, 2022	BUY	$77.66 - $80.73 $5.85 Million - $6.08 Million	75,332 Added 51.94%	220,355 $17.2 Million
Q1 2022 Apr 12, 2022	SELL	$77.66 - $80.73 $38,597 - $40,122	-497 Reduced 0.34%	145,023 $11.3 Million
Q4 2021 Jan 20, 2022	BUY	$80.78 - $81.98 $862,245 - $875,054	10,674 Added 7.92%	145,520 $11.8 Million
Q3 2021 Oct 13, 2021	BUY	$81.9 - $82.4 $1.07 Million - $1.07 Million	13,028 Added 10.69%	134,846 $11 Million
Q2 2021 Jul 22, 2021	BUY	$82.08 - $82.43 $1.46 Million - $1.47 Million	17,834 Added 17.15%	121,818 $10 Million
Q1 2021 Apr 29, 2021	BUY	$82.08 - $82.89 $4.6 Million - $4.64 Million	55,982 Added 116.62%	103,984 $8.55 Million
Q4 2020 Jan 19, 2021	BUY	$82.67 - $82.96 $1.64 Million - $1.65 Million	19,841 Added 70.46%	48,002 $3.98 Million
Q3 2020 Oct 23, 2020	BUY	$82.96 - $83.3 $1.48 Million - $1.48 Million	17,805 Added 171.93%	28,161 $2.34 Million
Q2 2020 Jul 14, 2020	BUY	$81.78 - $83.12 $846,913 - $860,790	10,356 New	10,356 $860,000
Q1 2019 Apr 12, 2019	SELL	N/A	-10,740 Closed	0 $0
Q4 2018 Jan 15, 2019	SELL	N/A	-7,748 Reduced 41.91%	10,740 $843,000
Q3 2018 Oct 10, 2018	SELL	N/A	-6,022 Reduced 24.57%	18,488 $1.44 Million
Q2 2018 Jul 23, 2018	SELL	N/A	-2,572 Reduced 9.5%	24,510 $1.92 Million
Q1 2018 Apr 23, 2018	BUY	N/A	1,322 Added 5.13%	27,082 $2.12 Million
Q4 2017 Feb 12, 2018	BUY	N/A	25,760	25,760 $2.04 Million

Others Institutions Holding BSV

# of Institutions

1,237

Shares Held

375M

Call Options Held

Put Options Held

96.7K

View Full List

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

More about BSV

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