Valley Financial Management, Inc. Vanguard Bd Index Fd Inc Short Transaction History
Valley Financial Management, Inc.
- $193 Billion
- Q2 2023
A detailed history of Valley Financial Management, Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Valley Financial Management, Inc. holds 24,442 shares of BSV stock, worth $1.92 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
24,442
Previous 23,510
3.96%
Holding current value
$1.92 Million
Previous $1.8 Billion
2.71%
% of portfolio
0.96%
Previous 1.11%
Shares
4 transactions
Others Institutions Holding BSV
# of Institutions
1,365Shares Held
395MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.8MShares$4.22 Billion1.41% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.6MShares$2.48 Billion5.76% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.59 Billion0.12% of portfolio
-
Allworth Financial LP18.4MShares$1.44 Billion8.29% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO17.3MShares$1.36 Billion4.45% of portfolio