Schechter Investment Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History

Schechter Investment Advisors, LLC

$945 Million
Q4 2024

A detailed history of Schechter Investment Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 12,911 shares of BSV stock, worth $1 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

12,911

Previous 14,175 8.92%

Holding current value

$1 Million

Previous $1.12 Million 10.58%

% of portfolio

0.11%

Previous 0.11%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$77.02 - $78.58 $97,353 - $99,325	-1,264 Reduced 8.92%	12,911 $997,000
Q3 2024 Nov 12, 2024	SELL	$76.38 - $78.87 $21,997 - $22,714	-288 Reduced 1.99%	14,175 $1.12 Million
Q2 2024 Aug 12, 2024	SELL	$75.81 - $76.76 $56,099 - $56,802	-740 Reduced 4.87%	14,463 $1.11 Million
Q1 2024 May 06, 2024	SELL	$76.34 - $77.25 $45,727 - $46,272	-599 Reduced 3.79%	15,203 $1.17 Million
Q4 2023 Jan 17, 2024	SELL	$74.64 - $77.03 $62,996 - $65,013	-844 Reduced 5.07%	15,802 $1.22 Million
Q3 2023 Nov 06, 2023	BUY	$74.97 - $75.93 $6,897 - $6,985	92 Added 0.56%	16,646 $1.25 Million
Q2 2023 Jul 26, 2023	BUY	$75.52 - $76.97 $6,268 - $6,388	83 Added 0.5%	16,554 $1.25 Million
Q1 2023 Apr 28, 2023	SELL	$74.67 - $76.76 $22,102 - $22,720	-296 Reduced 1.77%	16,471 $1.26 Million
Q4 2022 Feb 13, 2023	SELL	$74.07 - $75.87 $401,977 - $411,746	-5,427 Reduced 24.45%	16,767 $1.26 Million
Q3 2022 Nov 04, 2022	SELL	$74.52 - $77.47 $194,795 - $202,506	-2,614 Reduced 10.54%	22,194 $1.66 Million
Q2 2022 Nov 03, 2022	BUY	$75.68 - $77.74 $1.88 Million - $1.93 Million	24,808 New	24,808 $1.91 Million
Q1 2022 Nov 18, 2022	BUY	$77.66 - $80.73 $531,582 - $552,596	6,845 Added 30.84%	29,039 $2.26 Million
Q4 2021 Dec 27, 2022	BUY	$80.78 - $81.98 $807,396 - $819,390	9,995 Added 45.03%	32,189 $2.6 Million

Others Institutions Holding BSV

# of Institutions

1,331

Shares Held

400M

Call Options Held

Put Options Held

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About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
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Schechter Investment Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History