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

Levy Wealth Management Group, LLC

  • $376 Million
  • Q1 2024

A detailed history of Levy Wealth Management Group, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 716,959 shares of BSV stock, worth $55 Million. This represents 14.62% of its overall portfolio holdings.

Number of Shares
716,959
Previous 716,959 -0.0%
Holding current value
$55 Million
Previous $55.2 Million 0.45%
% of portfolio
14.62%
Previous 15.52%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 23, 2024
BUY
$74.64 - $77.03 $380,664 - $392,853
5,100 Added 0.72%
716,959 $55.2 Million
Q3 2023

Oct 24, 2023
SELL
$74.97 - $75.93 $489,479 - $495,746
-6,529 Reduced 0.91%
711,859 $53.5 Million
Q2 2023

Jul 21, 2023
SELL
$75.52 - $76.97 $320,582 - $326,737
-4,245 Reduced 0.59%
718,388 $54.3 Million
Q1 2023

May 04, 2023
BUY
$74.67 - $76.76 $3.3 Million - $3.39 Million
44,151 Added 6.51%
722,633 $55.3 Million
Q4 2022

Feb 08, 2023
BUY
$74.24 - $75.87 $3.88 Million - $3.97 Million
52,308 Added 8.35%
678,482 $51.1 Million
Q3 2022

Oct 28, 2022
BUY
N/A
37,145 Added 6.31%
626,174 $46.9 Million
Q2 2022

Jul 27, 2022
BUY
N/A
18,100 Added 3.17%
589,029 $45.2 Million
Q1 2022

May 05, 2022
BUY
N/A
370,881 Added 185.4%
570,929 $44.5 Million
Q4 2021

Feb 10, 2022
BUY
N/A
125,877 Added 169.71%
200,048 $16.2 Million
Q3 2021

Oct 26, 2021
BUY
N/A
2,789 Added 3.91%
74,171 $6.08 Million
Q2 2021

Aug 10, 2021
BUY
N/A
6,978 Added 10.83%
71,382 $5.87 Million
Q1 2021

May 10, 2021
BUY
N/A
27,388 Added 73.99%
64,404 $5.29 Million
Q4 2020

Feb 10, 2021
BUY
N/A
37,016 New
37,016 $3.07 Million

Others Institutions Holding BSV

# of Institutions
1,228
Shares Held
353M
Call Options Held
8.1K
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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