Milestone Investment Advisors LLC Vanguard Bd Index Fd Inc Short Transaction History

Milestone Investment Advisors LLC

  • $360 Million
  • Q4 2024

A detailed history of Milestone Investment Advisors LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 5,200 shares of BSV stock, worth $402,948. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,200
Previous 5,220 0.38%
Holding current value
$402,948
Previous $410,000 2.2%
% of portfolio
0.11%
Previous 0.12%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
SELL
$77.02 - $78.58 $1,540 - $1,571
-20 Reduced 0.38%
5,200 $401,000
Q3 2024

Oct 30, 2024
SELL
$76.38 - $78.87 $534 - $552
-7 Reduced 0.13%
5,220 $410,000
Q2 2024

Aug 13, 2024
SELL
$75.81 - $76.76 $28,201 - $28,554
-372 Reduced 6.64%
5,227 $400,000
Q1 2024

May 14, 2024
SELL
$76.34 - $77.25 $33,742 - $34,144
-442 Reduced 7.32%
5,599 $429,000
Q4 2023

Feb 09, 2024
BUY
$74.64 - $77.03 $185,555 - $191,496
2,486 Added 69.93%
6,041 $465,000
Q3 2023

Nov 08, 2023
SELL
$74.97 - $75.93 $15,968 - $16,173
-213 Reduced 5.65%
3,555 $267,000
Q2 2023

Aug 02, 2023
BUY
$75.52 - $76.97 $2,718 - $2,770
36 Added 0.96%
3,768 $284,000
Q1 2023

May 16, 2023
BUY
$74.67 - $76.76 $59,063 - $60,717
791 Added 26.9%
3,732 $285,000
Q4 2022

Mar 15, 2023
BUY
$74.07 - $75.87 $217,839 - $223,133
2,941 New
2,941 $221 Million

Others Institutions Holding BSV

# of Institutions
1,331
Shares Held
400M
Call Options Held
0
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
Track This Portfolio

Track Milestone Investment Advisors LLC Portfolio

Follow Milestone Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Milestone Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email