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

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Modern Wealth Management, LLC holds 4,255 shares of BSV stock, worth $336,400. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,255
Previous 11,764 63.83%
Holding current value
$336,400
Previous $920,000 63.7%
% of portfolio
0.01%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$77.74 - $78.78 $583,749 - $591,559
-7,509 Reduced 63.83%
4,255 $334,000
Q1 2025

May 15, 2025
BUY
$76.94 - $78.28 $361,387 - $367,681
4,697 Added 66.46%
11,764 $921 Million
Q4 2024

May 30, 2025
SELL
$77.02 - $78.58 $345,819 - $352,824
-4,490 Reduced 38.17%
7,274 $562,000
Q4 2024

May 29, 2025
SELL
$77.02 - $78.58 $345,819 - $352,824
-4,490 Reduced 38.17%
7,274 $562,000
Q4 2024

Feb 11, 2025
BUY
$77.02 - $78.58 $544,300 - $555,324
7,067 New
7,067 $547 Million
Q2 2024

Aug 07, 2024
BUY
$75.81 - $76.76 $220,455 - $223,218
2,908 New
2,908 $223 Million

Others Institutions Holding BSV

# of Institutions
1,388
Shares Held
418M
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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