Litman Gregory Wealth Management LLC Vanguard Bd Index Fd Inc Short Transaction History

Litman Gregory Wealth Management LLC

  • $1.16 Billion
  • Q1 2025

A detailed history of Litman Gregory Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 5,055 shares of BSV stock, worth $396,109. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,055
Previous 5,055 -0.0%
Holding current value
$396,109
Previous $390,000 1.28%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jul 30, 2024
SELL
$75.81 - $76.76 $606 - $614
-8 Reduced 0.16%
5,055 $387,000
Q1 2024

May 03, 2024
BUY
$76.34 - $77.25 $610 - $618
8 Added 0.16%
5,063 $388,000
Q3 2023

Oct 23, 2023
BUY
$74.97 - $75.93 $378,973 - $383,826
5,055 New
5,055 $379,000
Q3 2019

Nov 06, 2019
SELL
$80.39 - $80.84 $2,894 - $2,910
-36 Closed
0 $0
Q2 2019

Jul 31, 2019
BUY
N/A
36 New
36 $3,000
Q2 2018

Aug 09, 2018
SELL
N/A
-1,382 Closed
0 $0
Q1 2018

May 07, 2018
BUY
N/A
1,382 New
1,382 $108,000

Others Institutions Holding BSV

# of Institutions
1,356
Shares Held
394M
Call Options Held
0
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
Track This Portfolio

Track Litman Gregory Wealth Management LLC Portfolio

Follow Litman Gregory Wealth Management LLC 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 Litman Gregory Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Litman Gregory Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email