Jacobson & Schmitt Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Jacobson & Schmitt Advisors, LLC

  • $487 Million
  • Q3 2024

A detailed history of Jacobson & Schmitt Advisors, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Jacobson & Schmitt Advisors, LLC holds 232,596 shares of BIV stock, worth $17.5 Million. This represents 3.74% of its overall portfolio holdings.

Number of Shares
232,596
Previous 228,320 1.87%
Holding current value
$17.5 Million
Previous $17.1 Million 6.61%
% of portfolio
3.74%
Previous 3.89%

Shares

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

Oct 28, 2024
BUY
$74.26 - $78.84 $317,535 - $337,119
4,276 Added 1.87%
232,596 $18.2 Million
Q2 2024

Aug 12, 2024
BUY
$73.13 - $75.43 $264,291 - $272,604
3,614 Added 1.61%
228,320 $17.1 Million
Q1 2024

May 08, 2024
BUY
$74.51 - $76.61 $1.61 Million - $1.66 Million
21,604 Added 10.64%
224,706 $16.9 Million
Q4 2023

Feb 08, 2024
BUY
$70.49 - $76.74 $730,135 - $794,872
10,358 Added 5.37%
203,102 $15.5 Million
Q3 2023

Nov 07, 2023
BUY
$72.11 - $75.67 $13.9 Million - $14.6 Million
192,744 New
192,744 $13.9 Million
Q1 2018

May 08, 2018
BUY
N/A
1,501 New
1,501 $123,000

Others Institutions Holding BIV

# of Institutions
897
Shares Held
157M
Call Options Held
4K
Put Options Held
53.2K
View Full List

About VANGUARD BD INDEX FD INC INTER

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