Websterrogers Financial Advisors, LLC Vanguard Bd Index Fd Inc Long Transaction History

Websterrogers Financial Advisors, LLC

$288 Million
Q1 2025

A detailed history of Websterrogers Financial Advisors, LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 24,335 shares of BLV stock, worth $1.69 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

24,335

Previous 25,698 5.3%

Holding current value

$1.69 Million

Previous $1.76 Million 3.13%

% of portfolio

0.59%

Previous 0.62%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$66.9 - $71.57 $91,184 - $97,549	-1,363 Reduced 5.3%	24,335 $1.7 Million
Q4 2024 Jan 14, 2025	BUY	$68.25 - $75.42 $461,097 - $509,537	6,756 Added 35.67%	25,698 $1.76 Million
Q3 2024 Oct 15, 2024	SELL	$69.16 - $76.64 $85,205 - $94,420	-1,232 Reduced 6.11%	18,942 $1.42 Million
Q2 2024 Jul 12, 2024	SELL	$67.85 - $72.06 $646,881 - $687,020	-9,534 Reduced 32.09%	20,174 $1.42 Million
Q1 2024 May 14, 2024	SELL	$70.55 - $74.4 $9 Million - $9.5 Million	-127,636 Reduced 81.12%	29,708 $2.15 Million
Q4 2023 Feb 14, 2024	BUY	$63.1 - $75.48 $3.32 Million - $3.98 Million	52,686 Added 50.34%	157,344 $11.7 Million
Q3 2023 Nov 01, 2023	BUY	$66.98 - $75.19 $1.38 Million - $1.55 Million	20,617 Added 24.53%	104,658 $7.02 Million
Q2 2023 Jul 26, 2023	BUY	$72.8 - $77.78 $435,635 - $465,435	5,984 Added 7.67%	84,041 $6.3 Million
Q1 2023 May 03, 2023	BUY	$72.23 - $78.61 $2.84 Million - $3.09 Million	39,357 Added 101.7%	78,057 $5.98 Million
Q4 2022 Feb 06, 2023	BUY	$66.85 - $78.06 $1.28 Million - $1.5 Million	19,220 Added 98.67%	38,700 $2.8 Million
Q3 2022 Oct 26, 2022	BUY	$70.98 - $83.52 $1.38 Million - $1.63 Million	19,480 New	19,480 $1.4 Million

Others Institutions Holding BLV

# of Institutions

408

Shares Held

41.2M

Call Options Held

17.1K

Put Options Held

24.2K

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About VANGUARD BD INDEX FD INC LONG

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Websterrogers Financial Advisors, LLC Vanguard Bd Index Fd Inc Long Transaction History