Beese Fulmer Investment Management, Inc. Vanguard Bd Index Fd Inc Short Transaction History

Beese Fulmer Investment Management, Inc.

$1.14 Billion
Q4 2024

A detailed history of Beese Fulmer Investment Management, Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Beese Fulmer Investment Management, Inc. holds 4,093 shares of BSV stock, worth $317,166. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,093

Previous 4,111 0.44%

Holding current value

$317,166

Previous $323,000 2.17%

% of portfolio

0.03%

Previous 0.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$77.02 - $78.58 $1,386 - $1,414	-18 Reduced 0.44%	4,093 $316,000
Q3 2024 Oct 22, 2024	SELL	$76.38 - $78.87 $22,073 - $22,793	-289 Reduced 6.57%	4,111 $323,000
Q2 2024 Jul 03, 2024	SELL	$75.81 - $76.76 $606 - $614	-8 Reduced 0.18%	4,400 $337,000
Q1 2024 Apr 08, 2024	SELL	$76.34 - $77.25 $458 - $463	-6 Reduced 0.14%	4,408 $337,000
Q1 2023 Apr 11, 2023	SELL	$74.67 - $76.76 $3,733 - $3,838	-50 Reduced 1.12%	4,414 $337,000
Q4 2021 Jan 10, 2022	SELL	$80.78 - $81.98 $657,710 - $667,481	-8,142 Reduced 64.59%	4,464 $361,000
Q3 2021 Oct 08, 2021	BUY	$81.9 - $82.4 $671,989 - $676,092	8,205 Added 186.43%	12,606 $1.03 Million
Q2 2021 Jul 08, 2021	BUY	$82.08 - $82.43 $26,840 - $26,954	327 Added 8.03%	4,401 $362,000
Q1 2021 Apr 23, 2021	BUY	$82.08 - $82.89 $75,349 - $76,093	918 Added 29.09%	4,074 $335,000
Q4 2020 Jan 20, 2021	SELL	$82.67 - $82.96 $19,262 - $19,329	-233 Reduced 6.88%	3,156 $262,000
Q3 2020 Oct 08, 2020	SELL	$82.96 - $83.3 $24,887 - $24,990	-300 Reduced 8.13%	3,389 $281,000
Q2 2020 Jul 17, 2020	BUY	$81.78 - $83.12 $79,081 - $80,377	967 Added 35.53%	3,689 $307,000
Q1 2020 Apr 09, 2020	BUY	$78.67 - $82.51 $18,330 - $19,224	233 Added 9.36%	2,722 $224,000
Q2 2019 Jul 05, 2019	BUY	N/A	2,489 New	2,489 $200,000

Others Institutions Holding BSV

# of Institutions

1,331

Shares Held

400M

Call Options Held

Put Options Held

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About VANGUARD BD INDEX FD INC SHORT

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Beese Fulmer Investment Management, Inc. Vanguard Bd Index Fd Inc Short Transaction History