Lord & Richards Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History

Lord & Richards Wealth Management, LLC

  • $88.2 Billion
  • Q1 2025

A detailed history of Lord & Richards Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 8,360 shares of BSV stock, worth $658,600. This represents 0.74% of its overall portfolio holdings.

Number of Shares
8,360
Previous 5,650 47.96%
Holding current value
$658,600
Previous $437 Million 49.9%
% of portfolio
0.74%
Previous 0.92%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$76.94 - $78.28 $208,507 - $212,138
2,710 Added 47.96%
8,360 $654 Million
Q4 2024

Jan 30, 2025
BUY
$77.02 - $78.58 $435,163 - $443,977
5,650 New
5,650 $437 Million

Others Institutions Holding BSV

# of Institutions
1,355
Shares Held
391M
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
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