Marcum Wealth, LLC Vanguard Bd Index Fd Inc Long Transaction History

Marcum Wealth, LLC

$988 Million
Q2 2024

A detailed history of Marcum Wealth, LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Marcum Wealth, LLC holds 9,290 shares of BLV stock, worth $706,411. This represents 0.07% of its overall portfolio holdings.

Number of Shares

9,290

Previous 8,720 6.54%

Holding current value

$706,411

Previous $630,000 3.49%

% of portfolio

0.07%

Previous 0.06%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 02, 2024	BUY	$67.85 - $72.06 $38,674 - $41,074	570 Added 6.54%	9,290 $652,000
Q1 2024 Apr 10, 2024	SELL	$70.55 - $74.4 $4,585 - $4,836	-65 Reduced 0.74%	8,720 $630,000
Q4 2023 Jan 10, 2024	SELL	$63.1 - $75.48 $52,436 - $62,723	-831 Reduced 8.64%	8,785 $655,000
Q3 2023 Oct 10, 2023	BUY	$66.98 - $75.19 $6,631 - $7,443	99 Added 1.04%	9,616 $644,000
Q2 2023 Jul 13, 2023	SELL	$72.8 - $77.78 $23,514 - $25,122	-323 Reduced 3.28%	9,517 $713,000
Q1 2023 Apr 19, 2023	SELL	$72.23 - $78.61 $47,166 - $51,332	-653 Reduced 6.22%	9,840 $754,000
Q4 2022 Jan 12, 2023	SELL	$66.85 - $78.06 $149,677 - $174,776	-2,239 Reduced 17.59%	10,493 $0
Q3 2022 Oct 11, 2022	SELL	$70.98 - $83.52 $54,441 - $64,059	-767 Reduced 5.68%	12,732 $916,000
Q2 2022 Jul 14, 2022	SELL	$76.82 - $91.91 $24,812 - $29,686	-323 Reduced 2.34%	13,499 $1.08 Million
Q1 2022 Apr 20, 2022	BUY	$89.51 - $101.14 $11,546 - $13,047	129 Added 0.94%	13,822 $1.27 Million
Q4 2021 Feb 01, 2022	BUY	$100.51 - $106.41 $95,283 - $100,876	948 Added 7.44%	13,693 $1.41 Million
Q3 2021 Nov 08, 2021	SELL	$102.33 - $106.66 $7,674 - $7,999	-75 Reduced 0.59%	12,745 $1.3 Million
Q2 2021 Aug 10, 2021	BUY	$97.54 - $103.68 $10,826 - $11,508	111 Added 0.87%	12,820 $1.32 Million
Q1 2021 May 11, 2021	BUY	$96.21 - $109.25 $239,562 - $272,032	2,490 Added 24.37%	12,709 $1.25 Million
Q4 2020 Feb 09, 2021	SELL	$108.9 - $113.64 $20,037 - $20,909	-184 Reduced 1.77%	10,219 $1.12 Million
Q3 2020 Nov 09, 2020	SELL	$111.25 - $117.53 $260,992 - $275,725	-2,346 Reduced 18.4%	10,403 $1.16 Million
Q2 2020 Aug 14, 2020	BUY	$105.17 - $111.65 $10,411 - $11,053	99 Added 0.78%	12,749 $1.42 Million
Q1 2020 May 14, 2020	BUY	$91.55 - $114.49 $113,613 - $142,082	1,241 Added 10.88%	12,650 $1.35 Million
Q4 2019 Feb 13, 2020	BUY	$98.83 - $104.1 $1.13 Million - $1.19 Million	11,409 New	11,409 $1.15 Million

Others Institutions Holding BLV

# of Institutions

384

Shares Held

40.9M

Call Options Held

28.5K

Put Options Held

70.5K

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About VANGUARD BD INDEX FD INC LONG

Ticker BLV
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Marcum Wealth, LLC Vanguard Bd Index Fd Inc Long Transaction History