A detailed history of United Capital Financial Advisers, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 5,159,342 shares of BSV stock, worth $397 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares
5,159,342
Previous 5,228,783 1.33%
Holding current value
$397 Million
Previous $401 Million 1.23%
% of portfolio
2.04%
Previous 3.48%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$76.38 - $78.87 $5.3 Million - $5.48 Million
-69,441 Reduced 1.33%
5,159,342 $406 Million
Q2 2024

Aug 14, 2024

SELL
$75.81 - $76.76 $4.28 Million - $4.33 Million
-56,422 Reduced 1.07%
5,228,783 $401 Million
Q1 2024

May 15, 2024

SELL
$76.34 - $77.25 $7.43 Million - $7.51 Million
-97,264 Reduced 1.81%
5,285,205 $405 Million
Q4 2023

Feb 14, 2024

SELL
$74.64 - $77.03 $334 Million - $345 Million
-4,476,585 Reduced 45.41%
5,382,469 $415 Million
Q3 2023

Nov 14, 2023

SELL
$74.97 - $75.93 $118 Million - $119 Million
-1,570,693 Reduced 13.74%
9,859,054 $741 Million
Q2 2023

Aug 14, 2023

BUY
$75.52 - $76.97 $39.2 Million - $40 Million
519,561 Added 4.76%
11,429,747 $864 Million
Q1 2023

Aug 14, 2023

SELL
$74.67 - $76.76 $38.8 Million - $39.9 Million
-519,561 Reduced 4.55%
10,910,186 $835 Million
Q1 2023

May 15, 2023

BUY
$74.67 - $76.76 $38.4 Million - $39.5 Million
514,648 Added 4.95%
10,910,186 $835 Million
Q4 2022

Feb 14, 2023

BUY
$74.07 - $75.87 $48.6 Million - $49.7 Million
655,629 Added 6.73%
10,395,538 $783 Million
Q3 2022

Nov 14, 2022

BUY
$74.52 - $77.47 $665 Million - $692 Million
8,927,502 Added 1098.9%
9,739,909 $729 Million
Q2 2022

Aug 11, 2022

BUY
$75.68 - $77.74 $1.79 Million - $1.84 Million
23,682 Added 3.0%
812,407 $62.4 Million
Q1 2022

May 16, 2022

BUY
$77.66 - $80.73 $4.13 Million - $4.29 Million
53,148 Added 7.23%
788,725 $61.4 Million
Q4 2021

Feb 14, 2022

BUY
$80.78 - $81.98 $4.16 Million - $4.22 Million
51,437 Added 7.52%
735,577 $59.5 Million
Q3 2021

Nov 15, 2021

BUY
$81.9 - $82.4 $8.7 Million - $8.76 Million
106,252 Added 18.39%
684,140 $56.1 Million
Q2 2021

Aug 13, 2021

SELL
$82.08 - $82.43 $6.13 Million - $6.15 Million
-74,628 Reduced 11.44%
577,888 $47.5 Million
Q1 2021

May 14, 2021

SELL
$82.08 - $82.89 $1.36 Million - $1.37 Million
-16,557 Reduced 2.47%
652,516 $53.6 Million
Q4 2020

Feb 17, 2021

BUY
$82.67 - $82.96 $7.69 Million - $7.72 Million
93,001 Added 16.14%
669,073 $55.5 Million
Q3 2020

Nov 13, 2020

BUY
$82.96 - $83.3 $23.3 Million - $23.4 Million
281,328 Added 95.45%
576,072 $47.8 Million
Q2 2020

Aug 13, 2020

BUY
$81.78 - $83.12 $2.17 Million - $2.2 Million
26,483 Added 9.87%
294,744 $24.5 Million
Q1 2020

May 15, 2020

SELL
$78.67 - $82.51 $23,758 - $24,918
-302 Reduced 0.11%
268,261 $22 Million
Q4 2019

Feb 14, 2020

BUY
$80.41 - $81.14 $1.84 Million - $1.85 Million
22,855 Added 9.3%
268,563 $21.6 Million
Q3 2019

Nov 14, 2019

BUY
$80.39 - $80.84 $3.7 Million - $3.72 Million
45,996 Added 23.03%
245,708 $19.9 Million
Q2 2019

Aug 13, 2019

BUY
N/A
93,373 Added 87.81%
199,712 $16.1 Million
Q1 2019

May 14, 2019

BUY
N/A
66,993 Added 170.27%
106,339 $8.46 Million
Q4 2018

Feb 14, 2019

BUY
N/A
276 Added 0.71%
39,346 $3.09 Million
Q3 2018

Nov 14, 2018

SELL
N/A
-1,202 Reduced 2.98%
39,070 $3.05 Million
Q2 2018

Aug 14, 2018

BUY
N/A
1,573 Added 4.06%
40,272 $3.15 Million
Q1 2018

May 15, 2018

SELL
N/A
-15,437 Reduced 28.52%
38,699 $3.04 Million
Q4 2017

Feb 13, 2018

SELL
N/A
-46,329 Reduced 46.11%
54,136 $4.28 Million
Q3 2017

Nov 14, 2017

BUY
N/A
4,780 Added 5.0%
100,465 $8.02 Million
Q2 2017

Aug 14, 2017

BUY
N/A
95,685
95,685 $7.64 Million

Others Institutions Holding BSV

About VANGUARD BD INDEX FD INC SHORT


  • Ticker BSV
  • Sector ETFs
  • Industry ETFs
More about BSV
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