Petix & Botte CO Vanguard Bd Index Fd Inc Short Transaction History

Petix & Botte CO

$374 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 03, 2024	BUY	$76.34 - $77.25 $139,320 - $140,981	1,825 Added 29.22%	8,071 $618,000
Q4 2023 Feb 06, 2024	SELL	$74.64 - $77.03 $124,947 - $128,948	-1,674 Reduced 21.14%	6,246 $481,000
Q3 2023 Nov 14, 2023	SELL	$74.97 - $75.93 $21,441 - $21,715	-286 Reduced 3.49%	7,920 $595,000
Q2 2023 Aug 14, 2023	BUY	$75.52 - $76.97 $310,311 - $316,269	4,109 Added 100.29%	8,206 $620,000
Q1 2023 May 15, 2023	BUY	$74.67 - $76.76 $305,922 - $314,485	4,097 New	4,097 $313,000
Q2 2022 Aug 04, 2022	SELL	$75.68 - $77.74 $261,398 - $268,513	-3,454 Closed	0 $0
Q1 2022 Apr 26, 2022	BUY	$77.66 - $80.73 $268,237 - $278,841	3,454 New	3,454 $269,000
Q4 2021 Feb 11, 2022	SELL	$80.78 - $81.98 $274,248 - $278,322	-3,395 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$81.9 - $82.4 $278,050 - $279,748	3,395 New	3,395 $279,000
Q3 2020 Oct 30, 2020	SELL	$82.96 - $83.3 $482,578 - $484,556	-5,817 Closed	0 $0
Q2 2020 Aug 07, 2020	BUY	$81.78 - $83.12 $151,701 - $154,187	1,855 Added 46.82%	5,817 $242,000
Q1 2020 Apr 29, 2020	SELL	$78.67 - $82.51 $45,943 - $48,185	-584 Reduced 12.85%	3,962 $326,000
Q4 2019 Feb 14, 2020	BUY	$80.41 - $81.14 $365,543 - $368,862	4,546 New	4,546 $368,000

Others Institutions Holding BSV

# of Institutions

1,237

Shares Held

375M

Call Options Held

0

Put Options Held

96.7K

Envestnet Asset Management Inc

53.7M
Shares

$4.15 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

$2.16 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 Petix & Botte CO, based on Form 13F filings with the SEC.

News

Stay updated on Petix & Botte CO with notifications on news.