Shepherd Financial Partners LLC Vanguard Bd Index Fd Inc Short Transaction History

Shepherd Financial Partners LLC

  • $761 Million
  • Q1 2024

A detailed history of Shepherd Financial Partners LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 101,099 shares of BSV stock, worth $7.73 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
101,099
Previous 99,778 1.32%
Holding current value
$7.73 Million
Previous $7.68 Million 0.87%
% of portfolio
1.02%
Previous 1.1%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
BUY
$76.34 - $77.25 $100,845 - $102,047
1,321 Added 1.32%
101,099 $7.75 Million
Q4 2023

Feb 12, 2024
SELL
$74.64 - $77.03 $291,543 - $300,879
-3,906 Reduced 3.77%
99,778 $7.68 Million
Q3 2023

Nov 08, 2023
BUY
$74.97 - $75.93 $173,255 - $175,474
2,311 Added 2.28%
103,684 $7.79 Million
Q2 2023

Aug 11, 2023
SELL
$75.52 - $76.97 $2.16 Million - $2.2 Million
-28,614 Reduced 22.01%
101,373 $7.66 Million
Q1 2023

May 01, 2023
BUY
$74.67 - $76.76 $4.14 Million - $4.26 Million
55,466 Added 74.43%
129,987 $9.94 Million
Q4 2022

Feb 14, 2023
BUY
$74.24 - $75.87 $563,704 - $576,080
7,593 Added 11.35%
74,521 $5.61 Million
Q3 2022

Nov 09, 2022
SELL
N/A
-1,268 Reduced 1.86%
66,928 $5.01 Million
Q2 2022

Aug 15, 2022
BUY
N/A
68,196 New
68,196 $5.24 Million
Q1 2022

May 13, 2022
SELL
N/A
-127,928 Closed
0 $0
Q4 2021

Feb 14, 2022
SELL
N/A
-8,493 Reduced 6.23%
127,928 $10.3 Million
Q3 2021

Nov 15, 2021
BUY
N/A
13,920 Added 11.36%
136,421 $11.2 Million
Q2 2021

Aug 16, 2021
BUY
N/A
122,501 New
122,501 $10.1 Million

Others Institutions Holding BSV

# of Institutions
1,229
Shares Held
353M
Call Options Held
8.1K
Put Options Held
0
View Full List

About VANGUARD BD INDEX FD INC SHORT

BSV Quotes by TradingView
  • Ticker BSV
  • Sector ETFs
  • Industry ETFs
More about BSV
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