A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 144,081 shares of BSV stock, worth $11.2 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
144,081
Previous 180,238 20.06%
Holding current value
$11.2 Million
Previous $13.8 Billion 17.99%
% of portfolio
0.33%
Previous 0.45%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
$76.38 - $78.87 $2.76 Million - $2.85 Million
-36,157 Reduced 20.06%
144,081 $11.3 Billion
Q2 2024

Jul 30, 2024

SELL
$75.81 - $76.76 $731,718 - $740,887
-9,652 Reduced 5.08%
180,238 $13.8 Billion
Q1 2024

May 07, 2024

BUY
$76.34 - $77.25 $385,287 - $389,880
5,047 Added 2.73%
189,890 $14.6 Billion
Q4 2023

Apr 15, 2024

BUY
$74.64 - $77.03 $13.8 Million - $14.2 Million
184,843 New
184,843 $14.2 Billion

Others Institutions Holding BSV

About VANGUARD BD INDEX FD INC SHORT


  • Ticker BSV
  • Sector ETFs
  • Industry ETFs
More about BSV
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