Rather & Kittrell, Inc. Vanguard Bd Index Fd Inc Short Transaction History

Rather & Kittrell, Inc.

$378 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 25, 2024	BUY	$76.34 - $77.25 $9,084 - $9,192	119 Added 2.95%	4,154 $318,000
Q4 2023 Feb 02, 2024	BUY	$74.64 - $77.03 $4,179 - $4,313	56 Added 1.41%	4,035 $310,000
Q3 2023 Nov 09, 2023	SELL	$74.97 - $75.93 $9,671 - $9,794	-129 Reduced 3.14%	3,979 $299,000
Q1 2023 May 04, 2023	BUY	$74.67 - $76.76 $3,957 - $4,068	53 Added 1.31%	4,108 $314,000
Q4 2022 Feb 09, 2023	SELL	$74.07 - $75.87 $185,841 - $190,357	-2,509 Reduced 38.22%	4,055 $305,000
Q2 2022 Aug 09, 2022	BUY	$75.68 - $77.74 $11,730 - $12,049	155 Added 2.42%	6,564 $503,000
Q1 2022 May 10, 2022	SELL	$77.66 - $80.73 $18,483 - $19,213	-238 Reduced 3.58%	6,409 $498,000
Q4 2021 Feb 18, 2022	BUY	$80.78 - $81.98 $536,944 - $544,921	6,647 New	6,647 $539,000

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 Rather & Kittrell, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rather & Kittrell, Inc. with notifications on news.