Carl P. Sherr & Co., LLC Vanguard Bd Index Fd Inc Inter Transaction History

Carl P. Sherr & Co., LLC

  • $208 Million
  • Q3 2025

A detailed history of Carl P. Sherr & Co., LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Carl P. Sherr & Co., LLC holds 117,867 shares of BIV stock, worth $9.18 Million. This represents 4.43% of its overall portfolio holdings.

Number of Shares
117,867
Previous 111,862 5.37%
Holding current value
$9.18 Million
Previous $8.65 Million 6.39%
% of portfolio
4.43%
Previous 4.43%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$76.16 - $78.59 $457,340 - $471,932
6,005 Added 5.37%
117,867 $9.2 Million
Q2 2025

Aug 08, 2025
BUY
$75.05 - $77.34 $1.01 Million - $1.04 Million
13,477 Added 13.7%
111,862 $8.65 Million
Q1 2025

May 08, 2025
BUY
$73.78 - $76.59 $3.17 Million - $3.29 Million
42,959 Added 77.51%
98,385 $7.53 Million
Q4 2024

Feb 03, 2025
BUY
$74.5 - $78.37 $4.13 Million - $4.34 Million
55,426 New
55,426 $4.14 Million
Q2 2022

Aug 03, 2022
SELL
$75.37 - $81.44 $196,715 - $212,558
-2,610 Closed
0 $0
Q1 2022

May 03, 2022
SELL
$81.03 - $87.06 $9,723 - $10,447
-120 Reduced 4.4%
2,610 $214,000
Q3 2021

Nov 03, 2021
SELL
$89.41 - $91.32 $8,941 - $9,132
-100 Reduced 3.53%
2,730 $244,000
Q2 2021

Jul 21, 2021
SELL
$88.27 - $90.15 $105,924 - $108,180
-1,200 Reduced 29.78%
2,830 $255,000
Q4 2019

Jul 28, 2020
BUY
$86.78 - $88.73 $349,723 - $357,581
4,030 New
4,030 $351,000

Others Institutions Holding BIV

# of Institutions
1,034
Shares Held
213M
Call Options Held
8.7K
Put Options Held
0
View Full List

About VANGUARD BD INDEX FD INC INTER

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