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

Marcum Wealth, LLC

  • $1.14 Billion
  • Q4 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 7,964 shares of BLV stock, worth $560,904. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,964
Previous 8,181 2.65%
Holding current value
$560,904
Previous $614,000 11.4%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Jan 13, 2025
SELL
$68.25 - $75.42 $14,810 - $16,366
-217 Reduced 2.65%
7,964 $544,000
Q3 2024

Oct 08, 2024
SELL
$69.16 - $76.64 $76,698 - $84,993
-1,109 Reduced 11.94%
8,181 $614,000
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
400
Shares Held
70.8M
Call Options Held
17.1K
Put Options Held
28.2K
View Full List

About VANGUARD BD INDEX FD INC LONG

BLV Quotes by TradingView
  • Ticker BLV
  • Sector ETFs
  • Industry ETFs
More about BLV
Track This Portfolio

Track Marcum Wealth, LLC Portfolio

Follow Marcum Wealth, 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 Marcum Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marcum Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email