Montag A & Associates Inc Vanguard Bd Index Fd Inc Short Transaction History

Montag A & Associates Inc

  • $2.14 Billion
  • Q3 2025

A detailed history of Montag A & Associates Inc transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Montag A & Associates Inc holds 11,292 shares of BSV stock, worth $889,357. This represents 0.04% of its overall portfolio holdings.

Number of Shares
11,292
Previous 10,812 4.44%
Holding current value
$889,357
Previous $850,000 4.82%
% of portfolio
0.04%
Previous 0.04%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$78.11 - $79.07 $37,492 - $37,953
480 Added 4.44%
11,292 $891,000
Q2 2025

Aug 07, 2025
BUY
$77.74 - $78.78 $53,640 - $54,358
690 Added 6.82%
10,812 $850,000
Q1 2025

May 05, 2025
BUY
$76.94 - $78.28 $11,002 - $11,194
143 Added 1.43%
10,122 $792,000
Q3 2024

Nov 05, 2024
SELL
$76.38 - $78.87 $196,754 - $203,169
-2,576 Reduced 20.52%
9,979 $785,000
Q2 2024

Jul 31, 2024
SELL
$75.81 - $76.76 $3,942 - $3,991
-52 Reduced 0.41%
12,555 $962,000
Q1 2024

May 07, 2024
SELL
$76.34 - $77.25 $13,970 - $14,136
-183 Reduced 1.43%
12,607 $966,000
Q4 2023

Feb 07, 2024
SELL
$74.64 - $77.03 $77,103 - $79,571
-1,033 Reduced 7.47%
12,790 $985,000
Q3 2023

Nov 09, 2023
SELL
$74.97 - $75.93 $13,644 - $13,819
-182 Reduced 1.3%
13,823 $1.04 Million
Q2 2023

Aug 09, 2023
BUY
$75.52 - $76.97 $427,443 - $435,650
5,660 Added 67.83%
14,005 $1.06 Million
Q1 2023

May 11, 2023
BUY
$74.67 - $76.76 $444,659 - $457,105
5,955 Added 249.16%
8,345 $638,000
Q4 2022

Feb 02, 2023
BUY
$74.07 - $75.87 $12,888 - $13,201
174 Added 7.85%
2,390 $179,000
Q3 2022

Nov 09, 2022
SELL
$74.52 - $77.47 $56,933 - $59,187
-764 Reduced 25.64%
2,216 $166,000
Q2 2022

Aug 10, 2022
SELL
$75.68 - $77.74 $104,665 - $107,514
-1,383 Reduced 31.7%
2,980 $229,000
Q3 2021

Nov 08, 2021
BUY
$81.9 - $82.4 $72,727 - $73,171
888 Added 25.55%
4,363 $358,000
Q2 2021

Aug 03, 2021
SELL
$82.08 - $82.43 $20,109 - $20,195
-245 Reduced 6.59%
3,475 $286,000
Q1 2021

May 14, 2021
BUY
$82.08 - $82.89 $41,040 - $41,445
500 Added 15.53%
3,720 $306,000
Q4 2020

Feb 12, 2021
BUY
$82.67 - $82.96 $266,197 - $267,131
3,220 New
3,220 $267,000

Others Institutions Holding BSV

# of Institutions
1,393
Shares Held
410M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD BD INDEX FD INC SHORT

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