Kovitz Investment Group Partners, LLC Vanguard Bd Index Fd Inc Short Transaction History

Kovitz Investment Group Partners, LLC

  • $6.71 Billion
  • Q1 2024

A detailed history of Kovitz Investment Group Partners, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 183,641 shares of BSV stock, worth $14.1 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
183,641
Previous 127,853 43.63%
Holding current value
$14.1 Million
Previous $9.85 Million 42.98%
% of portfolio
0.21%
Previous 0.2%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$76.34 - $77.25 $4.26 Million - $4.31 Million
55,788 Added 43.63%
183,641 $14.1 Million
Q4 2023

Feb 07, 2024
SELL
$74.64 - $77.03 $128,231 - $132,337
-1,718 Reduced 1.33%
127,853 $9.85 Million
Q3 2023

Nov 09, 2023
SELL
$74.97 - $75.93 $3.38 Million - $3.43 Million
-45,117 Reduced 25.83%
129,571 $9.74 Million
Q2 2023

Aug 08, 2023
SELL
$75.52 - $76.97 $15.4 Million - $15.7 Million
-203,993 Reduced 53.87%
174,688 $13.2 Million
Q1 2023

May 11, 2023
BUY
$74.67 - $76.76 $28.3 Million - $29.1 Million
378,681 New
378,681 $29 Million
Q1 2022

Apr 22, 2022
SELL
N/A
-3,024 Closed
0 $0
Q4 2021

Feb 04, 2022
BUY
N/A
3,024 New
3,024 $251,000
Q1 2021

May 06, 2021
SELL
N/A
-3,024 Closed
0 $0
Q4 2020

Feb 12, 2021
SELL
N/A
-22,181 Reduced 88.0%
3,024 $251,000
Q3 2020

Nov 10, 2020
BUY
N/A
11,580 Added 84.99%
25,205 $2.09 Million
Q2 2020

Aug 12, 2020
BUY
N/A
13,625 New
13,625 $1.13 Million

Others Institutions Holding BSV

# of Institutions
1,229
Shares Held
353M
Call Options Held
8.1K
Put Options Held
0
View Full List

About VANGUARD BD INDEX FD INC SHORT

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  • Ticker BSV
  • Sector ETFs
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