Montz Harcus Wealth Management LLC Vanguard Bd Index Fd Inc Short Transaction History

Montz Harcus Wealth Management LLC

  • $205 Million
  • Q2 2025

A detailed history of Montz Harcus Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 2,993 shares of BSV stock, worth $235,010. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,993
Holding current value
$235,010
% of portfolio
0.11%

Shares

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

Jul 21, 2025
BUY
$77.74 - $78.78 $232,675 - $235,788
2,993 New
2,993 $235,000
Q3 2023

Nov 14, 2023
SELL
$74.97 - $75.93 $4,348 - $4,403
-58 Reduced 1.86%
3,063 $230,000
Q2 2023

Jul 21, 2023
BUY
$75.52 - $76.97 $6,192 - $6,311
82 Added 2.7%
3,121 $235,000
Q1 2023

Apr 25, 2023
BUY
$74.67 - $76.76 $5,450 - $5,603
73 Added 2.46%
3,039 $232,000
Q4 2022

Jan 20, 2023
BUY
$74.07 - $75.87 $2,370 - $2,427
32 Added 1.09%
2,966 $0
Q3 2022

Nov 02, 2022
BUY
$74.52 - $77.47 $14,605 - $15,184
196 Added 7.16%
2,934 $219,000
Q2 2022

Jul 18, 2022
BUY
$75.68 - $77.74 $207,211 - $212,852
2,738 New
2,738 $210,000

Others Institutions Holding BSV

# of Institutions
1,374
Shares Held
399M
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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