A detailed history of Neumann Capital Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Neumann Capital Management, LLC holds 75,029 shares of BSV stock, worth $5.8 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares
75,029
Previous 71,029 5.63%
Holding current value
$5.8 Million
Previous $5.45 Million 8.39%
% of portfolio
1.97%
Previous 1.87%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

BUY
$76.38 - $78.87 $305,520 - $315,480
4,000 Added 5.63%
75,029 $5.9 Million
Q2 2024

Aug 09, 2024

BUY
$75.81 - $76.76 $424,536 - $429,856
5,600 Added 8.56%
71,029 $5.45 Million
Q1 2024

May 08, 2024

SELL
$76.34 - $77.25 $129,778 - $131,325
-1,700 Reduced 2.53%
65,429 $5.02 Million
Q4 2023

Feb 07, 2024

BUY
$74.64 - $77.03 $1.92 Million - $1.98 Million
25,700 Added 62.03%
67,129 $5.17 Million
Q3 2023

Nov 03, 2023

BUY
$74.97 - $75.93 $1.69 Million - $1.71 Million
22,500 Added 118.87%
41,429 $3.11 Million
Q1 2023

May 02, 2023

BUY
$74.67 - $76.76 $336,015 - $345,420
4,500 Added 31.19%
18,929 $1.45 Million
Q4 2022

Feb 06, 2023

BUY
$74.07 - $75.87 $322,204 - $330,034
4,350 Added 43.16%
14,429 $1.09 Million
Q3 2022

Nov 14, 2022

BUY
$74.52 - $77.47 $751,087 - $780,820
10,079 New
10,079 $754,000

Others Institutions Holding BSV

About VANGUARD BD INDEX FD INC SHORT


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

Track Neumann Capital Management, LLC Portfolio

Follow Neumann Capital Management, 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 Neumann Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Neumann Capital Management, LLC with notifications on news.