Montag A & Associates Inc Vanguard Bd Index Fd Inc Short Transaction History

Montag A & Associates Inc

  • $1.98 Billion
  • Q1 2024

A detailed history of Montag A & Associates Inc transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Montag A & Associates Inc holds 12,607 shares of BSV stock, worth $964,183. This represents 0.05% of its overall portfolio holdings.

Number of Shares
12,607
Previous 12,790 1.43%
Holding current value
$964,183
Previous $985,000 1.93%
% of portfolio
0.05%
Previous 0.06%

Shares

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

May 07, 2024
SELL
$76.34 - $77.25 $13,970 - $14,136
-183 Reduced 1.43%
12,607 $966,000
Q4 2023

Feb 07, 2024
SELL
$74.64 - $77.03 $77,103 - $79,571
-1,033 Reduced 7.47%
12,790 $985,000
Q3 2023

Nov 09, 2023
SELL
$74.97 - $75.93 $13,644 - $13,819
-182 Reduced 1.3%
13,823 $1.04 Million
Q2 2023

Aug 09, 2023
BUY
$75.52 - $76.97 $427,443 - $435,650
5,660 Added 67.83%
14,005 $1.06 Million
Q1 2023

May 11, 2023
BUY
$74.67 - $76.76 $444,659 - $457,105
5,955 Added 249.16%
8,345 $638,000
Q4 2022

Feb 02, 2023
BUY
$74.24 - $75.87 $12,917 - $13,201
174 Added 7.85%
2,390 $179,000
Q3 2022

Nov 09, 2022
SELL
N/A
-764 Reduced 25.64%
2,216 $166,000
Q2 2022

Aug 10, 2022
SELL
N/A
-1,383 Reduced 31.7%
2,980 $229,000
Q3 2021

Nov 08, 2021
BUY
N/A
888 Added 25.55%
4,363 $358,000
Q2 2021

Aug 03, 2021
SELL
N/A
-245 Reduced 6.59%
3,475 $286,000
Q1 2021

May 14, 2021
BUY
N/A
500 Added 15.53%
3,720 $306,000
Q4 2020

Feb 12, 2021
BUY
N/A
3,220 New
3,220 $267,000

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
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