Neumann Capital Management, LLC Vanguard Bd Index Fd Inc Short Transaction History

Neumann Capital Management, LLC

$301 Million
Q4 2024

A detailed history of Neumann Capital Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Neumann Capital Management, LLC holds 64,629 shares of BSV stock, worth $5.02 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares

64,629

Previous 75,029 13.86%

Holding current value

$5.02 Million

Previous $5.9 Million 15.43%

% of portfolio

1.66%

Previous 1.97%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$77.02 - $78.58 $801,008 - $817,232	-10,400 Reduced 13.86%	64,629 $4.99 Million
Q3 2024 Nov 06, 2024	BUY	$76.38 - $78.87 $305,520 - $315,480	4,000 Added 5.63%	75,029 $5.9 Million
Q2 2024 Aug 09, 2024	BUY	$75.81 - $76.76 $424,536 - $429,856	5,600 Added 8.56%	71,029 $5.45 Million
Q1 2024 May 08, 2024	SELL	$76.34 - $77.25 $129,778 - $131,325	-1,700 Reduced 2.53%	65,429 $5.02 Million
Q4 2023 Feb 07, 2024	BUY	$74.64 - $77.03 $1.92 Million - $1.98 Million	25,700 Added 62.03%	67,129 $5.17 Million
Q3 2023 Nov 03, 2023	BUY	$74.97 - $75.93 $1.69 Million - $1.71 Million	22,500 Added 118.87%	41,429 $3.11 Million
Q1 2023 May 02, 2023	BUY	$74.67 - $76.76 $336,015 - $345,420	4,500 Added 31.19%	18,929 $1.45 Million
Q4 2022 Feb 06, 2023	BUY	$74.07 - $75.87 $322,204 - $330,034	4,350 Added 43.16%	14,429 $1.09 Million
Q3 2022 Nov 14, 2022	BUY	$74.52 - $77.47 $751,087 - $780,820	10,079 New	10,079 $754,000

Others Institutions Holding BSV

# of Institutions

1,343

Shares Held

386M

Call Options Held

Put Options Held

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About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

More about BSV

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Neumann Capital Management, LLC Vanguard Bd Index Fd Inc Short Transaction History