Wealth Forward, LLC Vanguard Bd Index Fd Inc Short Transaction History

Wealth Forward, LLC

$141 Billion
Q1 2025

A detailed history of Wealth Forward, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Wealth Forward, LLC holds 138,515 shares of BSV stock, worth $10.9 Million. This represents 7.72% of its overall portfolio holdings.

Number of Shares

138,515

Previous 137,525 0.72%

Holding current value

$10.9 Million

Previous $10.6 Billion 2.04%

% of portfolio

7.72%

Previous 7.5%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$76.94 - $78.28 $76,170 - $77,497	990 Added 0.72%	138,515 $10.8 Billion
Q4 2024 Jan 22, 2025	BUY	$77.02 - $78.58 $1 Million - $1.02 Million	13,017 Added 10.45%	137,525 $10.6 Billion
Q3 2024 Oct 28, 2024	BUY	$76.38 - $78.87 $386,330 - $398,924	5,058 Added 4.23%	124,508 $9.8 Billion
Q2 2024 Jul 19, 2024	BUY	$75.81 - $76.76 $85,058 - $86,124	1,122 Added 0.95%	119,450 $9.16 Billion
Q1 2024 May 07, 2024	BUY	$76.34 - $77.25 $249,555 - $252,530	3,269 Added 2.84%	118,328 $9.07 Billion
Q4 2023 Feb 21, 2024	BUY	$74.64 - $77.03 $8.59 Million - $8.86 Million	115,059 New	115,059 $8.86 Billion

Others Institutions Holding BSV

# of Institutions

1,353

Shares Held

391M

Call Options Held

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

More about BSV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wealth Forward, LLC with notifications on news.

Account

Wealth Forward, LLC Vanguard Bd Index Fd Inc Short Transaction History