Peninsula Wealth, LLC Vanguard Bd Index Fd Inc Short Transaction History
Peninsula Wealth, LLC
- $558 Million
- Q3 2024
A detailed history of Peninsula Wealth, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Peninsula Wealth, LLC holds 4,914 shares of BSV stock, worth $379,459. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,914
Previous 6,370
22.86%
Holding current value
$379,459
Previous $488,000
20.9%
% of portfolio
0.07%
Previous 0.09%
Shares
13 transactions
Others Institutions Holding BSV
# of Institutions
1,243Shares Held
376MCall Options Held
0Put Options Held
96.7K-
Envestnet Asset Management Inc53.7MShares$4.14 Billion1.4% of portfolio
-
Mercer Global Advisors Inc Denver, CO29.1MShares$2.25 Billion5.03% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.16 Billion0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY22.3MShares$1.72 Billion0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY16.6MShares$1.28 Billion0.22% of portfolio