A detailed history of Montag & Caldwell, LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Montag & Caldwell, LLC holds 3,019 shares of BLV stock, worth $215,133. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,019
Previous 6,709 55.0%
Holding current value
$215,133
Previous $485,000 56.29%
% of portfolio
0.04%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$67.85 - $72.06 $250,366 - $265,901
-3,690 Reduced 55.0%
3,019 $212,000
Q1 2024

May 01, 2024

BUY
$70.55 - $74.4 $146,885 - $154,900
2,082 Added 45.0%
6,709 $485,000
Q4 2023

Feb 05, 2024

SELL
$63.1 - $75.48 $623,364 - $745,666
-9,879 Reduced 68.1%
4,627 $345,000
Q3 2023

Nov 03, 2023

BUY
$66.98 - $75.19 $564,172 - $633,325
8,423 Added 138.47%
14,506 $972,000
Q2 2023

Aug 07, 2023

BUY
$72.8 - $77.78 $30,139 - $32,200
414 Added 7.3%
6,083 $455,000
Q1 2023

May 15, 2023

BUY
$72.23 - $78.61 $409,471 - $445,640
5,669 New
5,669 $434,000

Others Institutions Holding BLV

About VANGUARD BD INDEX FD INC LONG


  • Ticker BLV
  • Sector ETFs
  • Industry ETFs
More about BLV
Track This Portfolio

Track Montag & Caldwell, LLC Portfolio

Follow Montag & Caldwell, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Montag & Caldwell, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Montag & Caldwell, LLC with notifications on news.