Ownership history in KWMG, LLC · 45 quarters on record
This page tracks every 13F SEC filing in which KWMG, LLC reported a position in VANGUARD BD INDEX FD INC (BSV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 271,845 | +32,211 | +13.4% | 1.85% | $21.4M | $78.30 |
| 2025 Q3 | ADDED | 239,634 | +57,765 | +31.8% | 1.66% | $18.9M | $77.38 |
| 2025 Q2 | ADDED | 181,869 | +56,868 | +45.5% | 1.34% | $14.3M | $76.42 |
| 2025 Q1 | REDUCED | 125,001 | -176,935 | -58.6% | 1.00% | $9.8M | $75.30 |
| 2024 Q4 | ADDED | 301,936 | +4,932 | +1.7% | 2.40% | $23.3M | $73.88 |
| 2024 Q3 | ADDED | 297,004 | +10,467 | +3.7% | 2.35% | $23.4M | $74.34 |
| 2024 Q2 | ADDED | 286,537 | +17,796 | +6.6% | 2.37% | $22.0M | $71.83 |
| 2024 Q1 | ADDED | 268,741 | +8,521 | +3.3% | 2.25% | $20.6M | $71.22 |
| 2023 Q4 | ADDED | 260,220 | +678 | +0.3% | 2.35% | $20.0M | $71.18 |
| 2023 Q3 | ADDED | 259,542 | +6,354 | +2.5% | 2.45% | $19.5M | $68.80 |
As of 2025 Q4 — sorted by position size