Lee Financial CO Vanguard Bd Index Fd Inc Short Transaction History

Lee Financial CO

$699 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 08, 2024	SELL	$74.64 - $77.03 $2,836 - $2,927	-38 Reduced 1.48%	2,525 $194,000
Q3 2023 Nov 09, 2023	SELL	$74.97 - $75.93 $53,453 - $54,138	-713 Reduced 21.76%	2,563 $192,000
Q2 2023 Aug 08, 2023	BUY	$75.52 - $76.97 $68,874 - $70,196	912 Added 38.58%	3,276 $247,000
Q3 2022 Nov 01, 2022	BUY	$74.52 - $77.47 $173,333 - $180,195	2,326 Added 6121.05%	2,364 $177,000
Q2 2021 Aug 04, 2021	SELL	$82.08 - $82.43 $3,119 - $3,132	-38 Reduced 50.0%	38 $3,000
Q3 2020 Nov 03, 2020	BUY	$82.96 - $83.3 $6,304 - $6,330	76 New	76 $6,000
Q1 2018 May 09, 2018	SELL	N/A	0 Closed	0 $0
Q4 2017 Feb 09, 2018	BUY	N/A	0 New	0 $0
Q3 2017 Nov 07, 2017	BUY	N/A	0	0 $0

Others Institutions Holding BSV

# of Institutions

1,245

Shares Held

375M

Call Options Held

0

Put Options Held

96.7K

Envestnet Asset Management Inc

53.7M
Shares

$4.13 Billion
1.4% of portfolio
Mercer Global Advisors Inc Denver, CO

29.1M
Shares

$2.24 Billion
5.03% of portfolio
Morgan Stanley New York, NY

27.9M
Shares

$2.15 Billion
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

22.3M
Shares

$1.71 Billion
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

16.6M
Shares

$1.28 Billion
0.22% of portfolio

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
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