Stockman Wealth Management, Inc. Vanguard Bd Index Fd Inc Short Transaction History

Stockman Wealth Management, Inc.

$620 Million
Q4 2024

A detailed history of Stockman Wealth Management, Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Stockman Wealth Management, Inc. holds 6,625 shares of BSV stock, worth $513,371. This represents 0.08% of its overall portfolio holdings.

Number of Shares

6,625

Previous 6,468 2.43%

Holding current value

$513,371

Previous $508,000 0.59%

% of portfolio

0.08%

Previous 0.08%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$77.02 - $78.58 $12,092 - $12,337	157 Added 2.43%	6,625 $511,000
Q3 2024 Nov 04, 2024	SELL	$76.38 - $78.87 $56,368 - $58,206	-738 Reduced 10.24%	6,468 $508,000
Q2 2024 Jul 31, 2024	BUY	$75.81 - $76.76 $20,696 - $20,955	273 Added 3.94%	7,206 $552,000
Q1 2024 Apr 17, 2024	BUY	$76.34 - $77.25 $55,499 - $56,160	727 Added 11.71%	6,933 $531,000
Q4 2023 Feb 01, 2024	BUY	$74.64 - $77.03 $1,866 - $1,925	25 Added 0.4%	6,206 $477,000
Q3 2023 Oct 31, 2023	SELL	$74.97 - $75.93 $12,519 - $12,680	-167 Reduced 2.63%	6,181 $464,000
Q2 2023 Aug 02, 2023	BUY	$75.52 - $76.97 $31,793 - $32,404	421 Added 7.1%	6,348 $479,000
Q1 2023 May 04, 2023	BUY	$74.67 - $76.76 $99,908 - $102,704	1,338 Added 29.16%	5,927 $453,000
Q4 2022 Feb 07, 2023	BUY	$74.07 - $75.87 $339,907 - $348,167	4,589 New	4,589 $345,000
Q4 2021 Feb 08, 2022	SELL	$80.78 - $81.98 $271,501 - $275,534	-3,361 Closed	0 $0
Q3 2021 Nov 02, 2021	BUY	$81.9 - $82.4 $62,325 - $62,706	761 Added 29.27%	3,361 $275,000
Q2 2021 Aug 12, 2021	BUY	$82.08 - $82.43 $8,618 - $8,655	105 Added 4.21%	2,600 $214,000
Q1 2021 May 05, 2021	BUY	$82.08 - $82.89 $6,156 - $6,216	75 Added 3.1%	2,495 $205,000
Q4 2020 Feb 08, 2021	BUY	$82.67 - $82.96 $200,061 - $200,763	2,420 New	2,420 $201,000

Others Institutions Holding BSV

# of Institutions

1,331

Shares Held

400M

Call Options Held

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

More about BSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Stockman Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Stockman Wealth Management, Inc. with notifications on news.

Account

Stockman Wealth Management, Inc. Vanguard Bd Index Fd Inc Short Transaction History