A detailed history of Liberty Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Liberty Wealth Management LLC holds 63,307 shares of BLV stock, worth $4.43 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
63,307
Previous 57,531 10.04%
Holding current value
$4.43 Million
Previous $4.32 Million 0.19%
% of portfolio
0.75%
Previous 0.76%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025

BUY
$68.25 - $75.42 $394,212 - $435,625
5,776 Added 10.04%
63,307 $4.33 Million
Q3 2024

Nov 01, 2024

BUY
$69.16 - $76.64 $342,826 - $379,904
4,957 Added 9.43%
57,531 $4.32 Million
Q2 2024

Aug 06, 2024

BUY
$67.85 - $72.06 $254,030 - $269,792
3,744 Added 7.67%
52,574 $3.68 Million
Q1 2024

May 02, 2024

BUY
$70.55 - $74.4 $3.44 Million - $3.63 Million
48,812 Added 271177.78%
48,830 $3.48 Million
Q4 2023

Feb 08, 2024

SELL
$63.1 - $75.48 $929,526 - $1.11 Million
-14,731 Reduced 99.88%
18 $1,000
Q3 2023

Nov 13, 2023

BUY
$66.98 - $75.19 $17,213 - $19,323
257 Added 1.77%
14,749 $989,000
Q2 2023

Aug 10, 2023

SELL
$72.8 - $77.78 $8,590 - $9,178
-118 Reduced 0.81%
14,492 $1.09 Million
Q1 2023

May 03, 2023

BUY
$72.23 - $78.61 $1.06 Million - $1.15 Million
14,610 New
14,610 $1.12 Million
Q4 2021

Feb 15, 2022

SELL
$100.51 - $106.41 $271,477 - $287,413
-2,701 Closed
0 $0
Q3 2021

Nov 15, 2021

BUY
$102.33 - $106.66 $135,484 - $141,217
1,324 Added 96.15%
2,701 $278,000
Q2 2021

Aug 13, 2021

BUY
$97.54 - $103.68 $13.7 Million - $14.6 Million
140,595 Added 10724.26%
141,906 $1.38 Million
Q2 2021

Aug 13, 2021

SELL
$97.54 - $103.68 $13.7 Million - $14.6 Million
-140,529 Reduced 99.03%
1,377 $142,000
Q4 2020

Feb 09, 2021

BUY
$108.9 - $113.64 $26,680 - $27,841
245 Added 22.98%
1,311 $139,000
Q3 2020

Nov 05, 2020

BUY
$111.25 - $117.53 $7,120 - $7,521
64 Added 6.39%
1,066 $119,000
Q2 2020

Aug 04, 2020

SELL
$105.17 - $111.65 $7,782 - $8,262
-74 Reduced 6.88%
1,002 $112,000
Q1 2020

Apr 27, 2020

BUY
$91.55 - $114.49 $1,281 - $1,602
14 Added 1.32%
1,076 $115,000
Q4 2019

Feb 05, 2020

SELL
$98.83 - $104.1 $5,830 - $6,141
-59 Reduced 5.26%
1,062 $107,000
Q3 2019

Oct 30, 2019

BUY
$98.92 - $103.09 $1,483 - $1,546
15 Added 1.36%
1,121 $115,000
Q2 2019

Jul 30, 2019

SELL
N/A
-54 Reduced 4.66%
1,106 $107,000
Q1 2019

Apr 18, 2019

SELL
N/A
-104 Reduced 8.23%
1,160 $106,000
Q4 2018

Mar 26, 2019

BUY
N/A
1,264 New
1,264 $110,000

Others Institutions Holding BLV

About VANGUARD BD INDEX FD INC LONG


  • Ticker BLV
  • Sector ETFs
  • Industry ETFs
More about BLV
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