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

Lji Wealth Management, LLC

$502 Billion
Q1 2025

A detailed history of Lji Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Lji Wealth Management, LLC holds 3,347 shares of BSV stock, worth $263,676. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,347

Previous 3,330 0.51%

Holding current value

$263,676

Previous $257 Million 1.81%

% of portfolio

0.05%

Previous 0.05%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$76.94 - $78.28 $1,307 - $1,330	17 Added 0.51%	3,347 $262 Million
Q4 2024 Jan 28, 2025	BUY	$77.02 - $78.58 $2,464 - $2,514	32 Added 0.97%	3,330 $257 Million
Q3 2024 Nov 06, 2024	BUY	$76.38 - $78.87 $1,756 - $1,814	23 Added 0.7%	3,298 $260 Million
Q2 2024 Aug 12, 2024	SELL	$75.81 - $76.76 $13,873 - $14,047	-183 Reduced 5.29%	3,275 $251 Million
Q1 2024 May 15, 2024	SELL	$76.34 - $77.25 $73,973 - $74,855	-969 Reduced 21.89%	3,458 $265 Million
Q4 2023 Feb 13, 2024	BUY	$74.64 - $77.03 $12,166 - $12,555	163 Added 3.82%	4,427 $341 Million
Q3 2023 Feb 02, 2024	SELL	$74.97 - $75.93 $18.1 Million - $18.3 Million	-241,280 Reduced 98.26%	4,264 $321 Million
Q2 2023 Feb 02, 2024	BUY	$75.52 - $76.97 $18.1 Million - $18.5 Million	240,033 Added 4355.53%	245,544 $326 Million
Q1 2023 Feb 02, 2024	BUY	$74.67 - $76.76 $89,828 - $92,342	1,203 Added 27.92%	5,511 $422 Million
Q4 2022 Jan 02, 2024	BUY	$74.07 - $75.87 $319,093 - $326,847	4,308 New	4,308 $324 Million

Others Institutions Holding BSV

# of Institutions

1,351

Shares Held

387M

Call Options Held

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

More about BSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lji Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lji Wealth Management, LLC with notifications on news.

Account

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