Bms Financial Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History

Bms Financial Advisors, LLC

  • $148 Million
  • Q2 2023

A detailed history of Bms Financial Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 55,612 shares of BSV stock, worth $4.38 Million. This represents 2.84% of its overall portfolio holdings.

Number of Shares
55,612
Previous 141,717 60.76%
Holding current value
$4.38 Million
Previous $10.8 Million 61.23%
% of portfolio
2.84%
Previous 7.58%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 31, 2023
SELL
$75.52 - $76.97 $6.5 Million - $6.63 Million
-86,105 Reduced 60.76%
55,612 $4.2 Million
Q1 2023

Apr 10, 2023
BUY
$74.67 - $76.76 $10.6 Million - $10.9 Million
141,717 New
141,717 $10.8 Million
Q3 2022

Oct 17, 2022
BUY
$74.52 - $77.47 $15.1 Million - $15.7 Million
203,184 New
203,184 $15.2 Million

Others Institutions Holding BSV

# of Institutions
1,394
Shares Held
411M
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 Bms Financial Advisors, LLC Portfolio

Follow Bms Financial 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 Bms Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bms Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email