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

Perfromance Wealth Partners, LLC

  • $2.71 Billion
  • Q2 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 40,640 shares of BSV stock, worth $3.19 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
40,640
Previous 26,792 51.69%
Holding current value
$3.19 Million
Previous $2.05 Million 51.75%
% of portfolio
0.11%
Previous 0.09%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$74.24 - $75.87 $714,485 - $730,172
9,624 Added 65.01%
24,428 $0
Q3 2022

Oct 17, 2022
BUY
N/A
8,782 Added 145.83%
14,804 $1.11 Million
Q2 2022

Jul 15, 2022
BUY
N/A
6,022 New
6,022 $462,000

Others Institutions Holding BSV

# of Institutions
1,215
Shares Held
363M
Call Options Held
3.2K
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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