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 $1.9 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
24,442
Previous 23,510
3.96%
Holding current value
$1.9 Million
Previous $1.8 Billion
2.71%
% of portfolio
0.96%
Previous 1.11%
Shares
4 transactions
Others Institutions Holding BSV
# of Institutions
1,217Shares Held
365MCall Options Held
3.2KPut Options Held
96.7K-
Envestnet Asset Management Inc50.3MShares$3.91 Billion1.37% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.17 Billion0.17% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.4MShares$1.98 Billion4.94% of portfolio
-
Goldman Sachs Group Inc New York, NY19.2MShares$1.49 Billion0.25% of portfolio
-
Jpmorgan Chase & CO New York, NY18.3MShares$1.42 Billion0.12% of portfolio