Optimum Investment Advisors Vanguard Bd Index Fd Inc Long Transaction History

Optimum Investment Advisors

$207 Million
Q1 2025

A detailed history of Optimum Investment Advisors transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Optimum Investment Advisors holds 3,657 shares of BLV stock, worth $252,442. This represents 0.12% of its overall portfolio holdings.

Number of Shares

3,657

Previous 2,007 82.21%

Holding current value

$252,442

Previous $137,000 87.59%

% of portfolio

0.12%

Previous 0.06%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$66.9 - $71.57 $110,385 - $118,090	1,650 Added 82.21%	3,657 $257,000
Q4 2024 Feb 11, 2025	SELL	$68.25 - $75.42 $9,350 - $10,332	-137 Reduced 6.39%	2,007 $137,000
Q3 2024 Oct 16, 2024	BUY	$69.16 - $76.64 $19,918 - $22,072	288 Added 15.52%	2,144 $161,000
Q2 2024 Jul 12, 2024	BUY	$67.85 - $72.06 $15,401 - $16,357	227 Added 13.93%	1,856 $130,000
Q1 2024 Apr 11, 2024	BUY	$70.55 - $74.4 $16,861 - $17,781	239 Added 17.19%	1,629 $117,000
Q4 2023 Jan 08, 2024	BUY	$63.1 - $75.48 $946 - $1,132	15 Added 1.09%	1,390 $103,000
Q3 2023 Oct 13, 2023	SELL	$66.98 - $75.19 $3,817 - $4,285	-57 Reduced 3.98%	1,375 $92,000
Q2 2023 Aug 03, 2023	BUY	$72.8 - $77.78 $4,513 - $4,822	62 Added 4.53%	1,432 $107,000
Q1 2023 May 03, 2023	BUY	$72.23 - $78.61 $2,672 - $2,908	37 Added 2.78%	1,370 $104,000
Q4 2022 Jan 05, 2023	SELL	$66.85 - $78.06 $38,839 - $45,352	-581 Reduced 30.36%	1,333 $0
Q3 2022 Oct 24, 2022	BUY	$70.98 - $83.52 $2,768 - $3,257	39 Added 2.08%	1,914 $138,000
Q2 2022 Jul 12, 2022	BUY	$76.82 - $91.91 $6,606 - $7,904	86 Added 4.81%	1,875 $149,000
Q1 2022 Apr 08, 2022	SELL	$89.51 - $101.14 $55,854 - $63,111	-624 Reduced 25.86%	1,789 $164,000
Q4 2021 Mar 17, 2022	BUY	$100.51 - $106.41 $6,432 - $6,810	64 Added 2.72%	2,413 $248,000
Q3 2021 Oct 22, 2021	SELL	$102.33 - $106.66 $56,588 - $58,982	-553 Reduced 19.06%	2,349 $240,000
Q2 2021 Aug 02, 2021	SELL	$97.54 - $103.68 $218,392 - $232,139	-2,239 Reduced 43.55%	2,902 $299,000
Q1 2021 Apr 15, 2021	BUY	$96.21 - $109.25 $195,594 - $222,105	2,033 Added 65.41%	5,141 $505,000
Q4 2020 Jan 21, 2021	SELL	$108.9 - $113.64 $51,836 - $54,092	-476 Reduced 13.28%	3,108 $341,000
Q3 2020 Oct 06, 2020	BUY	$111.25 - $117.53 $3,560 - $3,760	32 Added 0.9%	3,584 $401,000
Q2 2020 Jul 16, 2020	BUY	$105.17 - $111.65 $13,566 - $14,402	129 Added 3.77%	3,552 $397,000
Q1 2020 Apr 21, 2020	BUY	$91.55 - $114.49 $6,225 - $7,785	68 Added 2.03%	3,423 $365,000
Q4 2019 Jan 22, 2020	BUY	$98.83 - $104.1 $18,678 - $19,674	189 Added 5.97%	3,355 $337,000
Q3 2019 Oct 17, 2019	BUY	$98.92 - $103.09 $8,012 - $8,350	81 Added 2.63%	3,166 $325,000
Q2 2019 Jul 29, 2019	BUY	N/A	16 Added 0.52%	3,085 $299,000
Q1 2019 May 03, 2019	BUY	N/A	46 Added 1.52%	3,069 $283,000
Q4 2018 Feb 04, 2019	BUY	N/A	122 Added 4.21%	3,023 $265,000
Q3 2018 Oct 05, 2018	SELL	N/A	-220 Reduced 7.05%	2,901 $254,000
Q2 2018 Oct 05, 2018	BUY	N/A	736 Added 30.86%	3,121 $277,000
Q1 2018 May 09, 2018	SELL	N/A	-373 Reduced 13.52%	2,385 $217,000
Q4 2017 Jan 16, 2018	BUY	N/A	2,758	2,758 $262,000

Others Institutions Holding BLV

# of Institutions

407

Shares Held

47.7M

Call Options Held

70.4K

Put Options Held

11.5K

View Full List

About VANGUARD BD INDEX FD INC LONG

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Optimum Investment Advisors Vanguard Bd Index Fd Inc Long Transaction History