Modera Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History

Modera Wealth Management, LLC

$8.14 Billion
Q4 2024

A detailed history of Modera Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Modera Wealth Management, LLC holds 227,076 shares of BSV stock, worth $17.6 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

227,076

Previous 224,334 1.22%

Holding current value

$17.6 Million

Previous $17.7 Million 0.6%

% of portfolio

0.22%

Previous 0.23%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$77.02 - $78.58 $211,188 - $215,466	2,742 Added 1.22%	227,076 $17.5 Million
Q3 2024 Oct 24, 2024	BUY	$76.38 - $78.87 $525,112 - $542,231	6,875 Added 3.16%	224,334 $17.7 Million
Q2 2024 Jul 29, 2024	BUY	$75.81 - $76.76 $977,342 - $989,589	12,892 Added 6.3%	217,459 $16.7 Million
Q1 2024 May 14, 2024	BUY	$76.34 - $77.25 $1.29 Million - $1.31 Million	16,897 Added 9.0%	204,567 $15.7 Million
Q4 2023 Feb 14, 2024	SELL	$74.64 - $77.03 $642,799 - $663,382	-8,612 Reduced 4.39%	187,670 $14.5 Million
Q3 2023 Nov 30, 2023	BUY	$74.97 - $75.93 $9.61 Million - $9.73 Million	128,126 Added 187.99%	196,282 $14.8 Million
Q3 2023 Nov 01, 2023	SELL	$74.97 - $75.93 $9.72 Million - $9.84 Million	-129,631 Reduced 65.54%	68,156 $5.12 Million
Q2 2023 Aug 07, 2023	BUY	$75.52 - $76.97 $132,990 - $135,544	1,761 Added 0.9%	197,787 $14.9 Million
Q1 2023 May 05, 2023	BUY	$74.67 - $76.76 $164,124 - $168,718	2,198 Added 1.13%	196,026 $15 Million
Q4 2022 Feb 07, 2023	BUY	$74.07 - $75.87 $5.01 Million - $5.13 Million	67,604 Added 53.56%	193,828 $14.6 Million
Q3 2022 Nov 01, 2022	SELL	$74.52 - $77.47 $6.48 Million - $6.74 Million	-87,009 Reduced 40.8%	126,224 $9.44 Million
Q2 2022 Jul 27, 2022	SELL	$75.68 - $77.74 $3.78 Million - $3.89 Million	-49,988 Reduced 18.99%	213,233 $16.4 Million
Q1 2022 May 03, 2022	SELL	$77.66 - $80.73 $1.57 Million - $1.63 Million	-20,181 Reduced 7.12%	263,221 $20.5 Million
Q4 2021 Feb 04, 2022	BUY	$80.78 - $81.98 $22.9 Million - $23.2 Million	283,402 New	283,402 $22.9 Million

Others Institutions Holding BSV

# of Institutions

1,331

Shares Held

400M

Call Options Held

Put Options Held

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About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

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Modera Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History