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

Milestone Investment Advisors LLC

$351 Million
Q3 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 5,220 shares of BSV stock, worth $404,236. This represents 0.12% of its overall portfolio holdings.

Number of Shares

5,220

Previous 5,227 0.13%

Holding current value

$404,236

Previous $400,000 2.5%

% of portfolio

0.12%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,216

Shares Held

365M

Call Options Held

3.2K

Put Options Held

96.7K

View Full List

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

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