Vance Wealth, Inc. Blackrock Short Maturity Bond Transaction History

Vance Wealth, Inc.

$312 Million
Q3 2025

A detailed history of Vance Wealth, Inc. transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Vance Wealth, Inc. holds 5,781 shares of NEAR stock, worth $295,640. This represents 0.09% of its overall portfolio holdings.

Number of Shares

5,781

Previous 5,691 1.58%

Holding current value

$295,640

Previous $290,000 2.07%

% of portfolio

0.09%

Previous 0.1%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$50.8 - $51.32 $4,572 - $4,618	90 Added 1.58%	5,781 $296,000
Q2 2025 Aug 13, 2025	SELL	$50.41 - $51.17 $56,610 - $57,463	-1,123 Reduced 16.48%	5,691 $290,000
Q1 2025 May 14, 2025	BUY	$50.4 - $50.89 $104,580 - $105,596	2,075 Added 43.79%	6,814 $346,000
Q4 2024 Feb 13, 2025	BUY	$50.28 - $51.08 $754 - $766	15 Added 0.32%	4,739 $239,000
Q3 2024 Nov 08, 2024	SELL	$50.09 - $51.31 $6,411 - $6,567	-128 Reduced 2.64%	4,724 $242,000

Q2 2024 Aug 02, 2024	SELL	$49.93 - $50.33 $699 - $704	-14 Reduced 0.29%	4,852 $244,000
Q1 2024 Apr 30, 2024	BUY	$50.23 - $50.75 $6,328 - $6,394	126 Added 2.66%	4,866 $245,000
Q4 2023 Feb 05, 2024	BUY	$49.7 - $50.52 $1,590 - $1,616	32 Added 0.68%	4,740 $239,000
Q3 2023 Nov 03, 2023	SELL	$49.55 - $49.89 $8,225 - $8,281	-166 Reduced 3.41%	4,708 $234,000
Q2 2023 Aug 02, 2023	BUY	$49.48 - $49.72 $241,165 - $242,335	4,874 New	4,874 $242,000
Q2 2022 Aug 09, 2022	SELL	$49.22 - $49.57 $11,123 - $11,202	-226 Reduced 2.84%	7,735 $381,000
Q1 2022 May 13, 2022	SELL	$49.51 - $49.96 $28,814 - $29,076	-582 Reduced 6.81%	7,961 $395,000
Q4 2021 Feb 18, 2022	BUY	$49.93 - $50.12 $426,551 - $428,175	8,543 New	8,543 $427,000

Others Institutions Holding NEAR

# of Institutions

416

Shares Held

50.9M

Call Options Held

Put Options Held

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About BLACKROCK SHORT MATURITY BOND

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