Pacific Sun Financial Corp Vanguard Bd Index Fd Inc Short Transaction History

Pacific Sun Financial Corp

$169 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Jan 11, 2024	SELL	$74.97 - $75.93 $209,916 - $212,604	-2,800 Reduced 49.47%	2,860 $214,000
Q2 2023 Jul 11, 2023	SELL	$75.52 - $76.97 $12,838 - $13,084	-170 Reduced 2.92%	5,660 $427,000
Q4 2022 Feb 14, 2023	SELL	$74.07 - $75.87 $96,290 - $98,631	-1,300 Reduced 18.23%	5,830 $438,000
Q3 2022 Nov 14, 2022	SELL	$74.52 - $77.47 $18,630 - $19,367	-250 Reduced 3.39%	7,130 $533,000
Q2 2022 Jul 28, 2022	SELL	$75.68 - $77.74 $40,110 - $41,202	-530 Reduced 6.7%	7,380 $567,000
Q1 2022 May 05, 2022	SELL	$77.66 - $80.73 $3,883 - $4,036	-50 Reduced 0.63%	7,910 $616,000
Q3 2021 Nov 12, 2021	BUY	$81.9 - $82.4 $392,710 - $395,108	4,795 Added 151.5%	7,960 $652,000
Q3 2020 Nov 12, 2020	BUY	$82.96 - $83.3 $262,568 - $263,644	3,165 New	3,165 $263,000

Others Institutions Holding BSV

# of Institutions

1,243

Shares Held

376M

Call Options Held

0

Put Options Held

96.7K

Envestnet Asset Management Inc

53.7M
Shares

$4.14 Billion
1.4% of portfolio
Mercer Global Advisors Inc Denver, CO

29.1M
Shares

$2.25 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

$1.72 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
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pacific Sun Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Sun Financial Corp with notifications on news.