Jacobson & Schmitt Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Jacobson & Schmitt Advisors, LLC

$517 Million
Q4 2024

A detailed history of Jacobson & Schmitt Advisors, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Jacobson & Schmitt Advisors, LLC holds 3,630 shares of BIV stock, worth $272,939. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,630

Previous 232,596 98.44%

Holding current value

$272,939

Previous $18.2 Million 98.51%

% of portfolio

0.05%

Previous 3.74%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$74.5 - $78.37 $17.1 Million - $17.9 Million	-228,966 Reduced 98.44%	3,630 $271,000
Q3 2024 Oct 28, 2024	BUY	$74.26 - $78.84 $317,535 - $337,119	4,276 Added 1.87%	232,596 $18.2 Million
Q2 2024 Aug 12, 2024	BUY	$73.13 - $75.43 $264,291 - $272,604	3,614 Added 1.61%	228,320 $17.1 Million
Q1 2024 May 08, 2024	BUY	$74.51 - $76.61 $1.61 Million - $1.66 Million	21,604 Added 10.64%	224,706 $16.9 Million
Q4 2023 Feb 08, 2024	BUY	$70.49 - $76.74 $730,135 - $794,872	10,358 Added 5.37%	203,102 $15.5 Million
Q3 2023 Nov 07, 2023	BUY	$72.11 - $75.67 $13.9 Million - $14.6 Million	192,744 New	192,744 $13.9 Million
Q1 2018 May 08, 2018	BUY	N/A	1,501 New	1,501 $123,000

Others Institutions Holding BIV

# of Institutions

922

Shares Held

160M

Call Options Held

Put Options Held

53.2K

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About VANGUARD BD INDEX FD INC INTER

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Jacobson & Schmitt Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History