Perfromance Wealth Partners, LLC Vanguard Bd Index Fd Inc Short Transaction History

Perfromance Wealth Partners, LLC

$2.89 Billion
Q3 2024

A detailed history of Perfromance Wealth Partners, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 40,015 shares of BSV stock, worth $3.1 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

40,015

Previous 40,640 1.54%

Holding current value

$3.1 Million

Previous $3.12 Million 0.99%

% of portfolio

0.11%

Previous 0.11%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	SELL	$76.38 - $78.87 $47,737 - $49,293	-625 Reduced 1.54%	40,015 $3.15 Million
Q2 2024 Jul 19, 2024	BUY	$75.81 - $76.76 $1.05 Million - $1.06 Million	13,848 Added 51.69%	40,640 $3.12 Million
Q1 2024 Apr 30, 2024	SELL	$76.34 - $77.25 $194,590 - $196,910	-2,549 Reduced 8.69%	26,792 $2.05 Million
Q4 2023 Jan 22, 2024	BUY	$74.64 - $77.03 $57,099 - $58,927	765 Added 2.68%	29,341 $2.26 Million
Q3 2023 Oct 30, 2023	BUY	$74.97 - $75.93 $165,608 - $167,729	2,209 Added 8.38%	28,576 $2.15 Million
Q2 2023 Jul 13, 2023	BUY	$75.52 - $76.97 $160,404 - $163,484	2,124 Added 8.76%	26,367 $1.99 Million
Q1 2023 Apr 20, 2023	SELL	$74.67 - $76.76 $13,813 - $14,200	-185 Reduced 0.76%	24,243 $1.85 Million
Q4 2022 Jan 19, 2023	BUY	$74.07 - $75.87 $712,849 - $730,172	9,624 Added 65.01%	24,428 $0
Q3 2022 Oct 17, 2022	BUY	$74.52 - $77.47 $654,434 - $680,341	8,782 Added 145.83%	14,804 $1.11 Million
Q2 2022 Jul 15, 2022	BUY	$75.68 - $77.74 $455,744 - $468,150	6,022 New	6,022 $462,000

Others Institutions Holding BSV

# of Institutions

1,238

Shares Held

376M

Call Options Held

Put Options Held

96.7K

View Full List

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
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Perfromance Wealth Partners, LLC Vanguard Bd Index Fd Inc Short Transaction History