Modera Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History

Modera Wealth Management, LLC

  • $6.54 Billion
  • Q1 2024

A detailed history of Modera Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Modera Wealth Management, LLC holds 204,567 shares of BSV stock, worth $15.7 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
204,567
Previous 187,670 9.0%
Holding current value
$15.7 Million
Previous $14.5 Million 8.51%
% of portfolio
0.24%
Previous 0.24%

Shares

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

May 14, 2024
BUY
$76.34 - $77.25 $1.29 Million - $1.31 Million
16,897 Added 9.0%
204,567 $15.7 Million
Q4 2023

Feb 14, 2024
SELL
$74.64 - $77.03 $642,799 - $663,382
-8,612 Reduced 4.39%
187,670 $14.5 Million
Q3 2023

Nov 30, 2023
BUY
$74.97 - $75.93 $9.61 Million - $9.73 Million
128,126 Added 187.99%
196,282 $14.8 Million
Q3 2023

Nov 01, 2023
SELL
$74.97 - $75.93 $9.72 Million - $9.84 Million
-129,631 Reduced 65.54%
68,156 $5.12 Million
Q2 2023

Aug 07, 2023
BUY
$75.52 - $76.97 $132,990 - $135,544
1,761 Added 0.9%
197,787 $14.9 Million
Q1 2023

May 05, 2023
BUY
$74.67 - $76.76 $164,124 - $168,718
2,198 Added 1.13%
196,026 $15 Million
Q4 2022

Feb 07, 2023
BUY
$74.24 - $75.87 $5.02 Million - $5.13 Million
67,604 Added 53.56%
193,828 $14.6 Million
Q3 2022

Nov 01, 2022
SELL
N/A
-87,009 Reduced 40.8%
126,224 $9.44 Million
Q2 2022

Jul 27, 2022
SELL
N/A
-49,988 Reduced 18.99%
213,233 $16.4 Million
Q1 2022

May 03, 2022
SELL
N/A
-20,181 Reduced 7.12%
263,221 $20.5 Million
Q4 2021

Feb 04, 2022
BUY
N/A
283,402 New
283,402 $22.9 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

BSV Quotes by TradingView
  • Ticker BSV
  • Sector ETFs
  • Industry ETFs
More about BSV
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