Smith & Howard Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History

Smith & Howard Wealth Management, LLC

  • $354 Million
  • Q3 2024

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024
SELL
$75.81 - $76.76 $94,004 - $95,182
-1,240 Reduced 23.31%
4,079 $312,000
Q1 2024

Apr 15, 2024
SELL
$76.34 - $77.25 $1.45 Million - $1.46 Million
-18,944 Reduced 78.08%
5,319 $407,000
Q4 2023

Feb 01, 2024
BUY
$74.64 - $77.03 $14,405 - $14,866
193 Added 0.8%
24,263 $1.87 Million
Q3 2023

Oct 13, 2023
BUY
$74.97 - $75.93 $34,036 - $34,472
454 Added 1.92%
24,070 $1.81 Million
Q2 2023

Jul 17, 2023
SELL
$75.52 - $76.97 $186,534 - $190,115
-2,470 Reduced 9.47%
23,616 $1.78 Million
Q1 2023

Apr 13, 2023
BUY
$74.67 - $76.76 $19,936 - $20,494
267 Added 1.03%
26,086 $2 Million
Q4 2022

Feb 06, 2023
BUY
$74.07 - $75.87 $131,103 - $134,289
1,770 Added 7.36%
25,819 $1.94 Million
Q3 2022

Oct 18, 2022
BUY
$74.52 - $77.47 $637,071 - $662,291
8,549 Added 55.15%
24,049 $1.8 Million
Q2 2022

Aug 05, 2022
SELL
$75.68 - $77.74 $250,273 - $257,086
-3,307 Reduced 17.58%
15,500 $1.19 Million
Q1 2022

May 03, 2022
BUY
$77.66 - $80.73 $652,111 - $677,889
8,397 Added 80.66%
18,807 $1.47 Million
Q4 2021

Jan 18, 2022
SELL
$80.78 - $81.98 $100,328 - $101,819
-1,242 Reduced 10.66%
10,410 $841,000
Q3 2021

Oct 22, 2021
BUY
$81.9 - $82.4 $11,793 - $11,865
144 Added 1.25%
11,652 $955,000
Q2 2021

Aug 06, 2021
BUY
$82.08 - $82.43 $101,779 - $102,213
1,240 Added 12.08%
11,508 $945,000
Q1 2021

Apr 30, 2021
BUY
$82.08 - $82.89 $165,062 - $166,691
2,011 Added 24.36%
10,268 $844,000
Q4 2020

Feb 04, 2021
BUY
$82.67 - $82.96 $102,345 - $102,704
1,238 Added 17.64%
8,257 $685,000
Q3 2020

Nov 04, 2020
BUY
$82.96 - $83.3 $58,071 - $58,310
700 Added 11.08%
7,019 $583,000
Q2 2020

Aug 04, 2020
BUY
$81.78 - $83.12 $4,743 - $4,820
58 Added 0.93%
6,319 $525,000
Q1 2020

Apr 22, 2020
BUY
$78.67 - $82.51 $7,237 - $7,590
92 Added 1.49%
6,261 $515,000
Q4 2019

Jan 13, 2020
SELL
$80.41 - $81.14 $71,725 - $72,376
-892 Reduced 12.63%
6,169 $497,000
Q3 2019

Nov 12, 2019
BUY
$80.39 - $80.84 $25,724 - $25,868
320 Added 4.75%
7,061 $570,000
Q2 2019

Jul 23, 2019
BUY
N/A
6,741 New
6,741 $543,000
Q4 2018

Jan 23, 2019
SELL
N/A
-6,225 Closed
0 $0
Q3 2018

Nov 14, 2018
BUY
N/A
105 Added 1.72%
6,225 $486,000
Q2 2018

Aug 14, 2018
SELL
N/A
-110 Reduced 1.77%
6,120 $479,000
Q1 2018

May 14, 2018
BUY
N/A
6,230 New
6,230 $489,000

Others Institutions Holding BSV

# of Institutions
1,237
Shares Held
375M
Call Options Held
0
Put Options Held
96.7K
View Full List

About VANGUARD BD INDEX FD INC SHORT

BSV Quotes by TradingView
  • Ticker BSV
  • Sector ETFs
  • Industry ETFs
More about BSV
Track This Portfolio

Track Smith & Howard Wealth Management, LLC Portfolio

Follow Smith & Howard Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Smith & Howard Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smith & Howard Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email