Lockerman Financial Group, Inc. Vanguard Bd Index Fd Inc Short Transaction History

Lockerman Financial Group, Inc.

$55.8 Million
Q4 2024

A detailed history of Lockerman Financial Group, Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Lockerman Financial Group, Inc. holds 4,383 shares of BSV stock, worth $339,200. This represents 0.61% of its overall portfolio holdings.

Number of Shares

4,383

Previous 3,816 14.86%

Holding current value

$339,200

Previous $300,000 12.67%

% of portfolio

0.61%

Previous 0.54%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$77.02 - $78.58 $43,670 - $44,554	567 Added 14.86%	4,383 $338,000
Q3 2024 Oct 15, 2024	SELL	$76.38 - $78.87 $21,157 - $21,846	-277 Reduced 6.77%	3,816 $300,000
Q2 2024 Jul 16, 2024	SELL	$75.81 - $76.76 $4,851 - $4,912	-64 Reduced 1.54%	4,093 $313,000
Q1 2024 Apr 15, 2024	BUY	$76.34 - $77.25 $16,031 - $16,222	210 Added 5.32%	4,157 $318,000
Q4 2023 Jan 18, 2024	SELL	$74.64 - $77.03 $116,214 - $119,935	-1,557 Reduced 28.29%	3,947 $303,000
Q3 2023 Oct 19, 2023	SELL	$74.97 - $75.93 $109,306 - $110,705	-1,458 Reduced 20.94%	5,504 $413,000
Q2 2023 Jul 20, 2023	SELL	$75.52 - $76.97 $457,424 - $466,207	-6,057 Reduced 46.52%	6,962 $526,000
Q1 2023 May 10, 2023	BUY	$74.67 - $76.76 $78,104 - $80,290	1,046 Added 8.74%	13,019 $995,000
Q4 2022 Feb 07, 2023	BUY	$74.07 - $75.87 $89,254 - $91,423	1,205 Added 11.19%	11,973 $901,000
Q3 2022 Oct 24, 2022	BUY	$74.52 - $77.47 $802,431 - $834,196	10,768 New	10,768 $805,000
Q2 2022 Jul 22, 2022	SELL	$75.68 - $77.74 $240,813 - $247,368	-3,182 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$77.66 - $80.73 $22,133 - $23,008	285 Added 9.84%	3,182 $248,000
Q4 2021 May 10, 2022	BUY	$80.78 - $81.98 $234,019 - $237,496	2,897 New	2,897 $234,000

Others Institutions Holding BSV

# of Institutions

1,264

Shares Held

375M

Call Options Held

Put Options Held

96.7K

View Full List

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

More about BSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lockerman Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lockerman Financial Group, Inc. with notifications on news.

Account

Lockerman Financial Group, Inc. Vanguard Bd Index Fd Inc Short Transaction History