Wealth Plan Partners, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 10, 2023	BUY	$73.57 - $77.31 $10,520 - $11,055	143 New	143 $11 Million
Q4 2022 Feb 16, 2023	SELL	$71.64 - $76.32 $335,490 - $357,406	-4,683 Closed	0 $0
Q1 2022 May 03, 2022	BUY	$81.03 - $87.06 $8,832 - $9,489	109 Added 2.38%	4,683 $368,000
Q4 2021 Feb 01, 2022	SELL	$87.51 - $89.66 $23,627 - $24,208	-270 Reduced 5.57%	4,574 $392,000
Q3 2021 Dec 09, 2021	SELL	$89.41 - $91.32 $749,166 - $765,170	-8,379 Reduced 63.37%	4,844 $0
Q2 2021 Aug 19, 2021	BUY	$88.27 - $90.15 $95,861 - $97,902	1,086 Added 8.95%	13,223 $1.2 Million
Q1 2021 May 11, 2021	BUY	$88.61 - $92.83 $37,127 - $38,895	419 Added 3.58%	12,137 $1.08 Million
Q4 2020 Feb 09, 2021	BUY	$92.55 - $93.62 $168,718 - $170,669	1,823 Added 18.42%	11,718 $1.08 Million
Q3 2020 Dec 18, 2020	BUY	$93.08 - $94.37 $278,774 - $282,638	2,995 Added 43.41%	9,895 $920,000
Q2 2020 Aug 19, 2020	BUY	$88.97 - $93.19 $613,893 - $643,011	6,900 New	6,900 $644,000

Others Institutions Holding BIV

# of Institutions

899

Shares Held

157M

Call Options Held

4K

Put Options Held

53.2K

Envestnet Asset Management Inc

16.9M
Shares

$1.26 Billion
0.44% of portfolio
Northwestern Mutual Wealth Management CO

7.75M
Shares

$579 Million
0.54% of portfolio
Wells Fargo & Company San Francisco, CA

7.73M
Shares

$577 Million
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

7.38M
Shares

$551 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

6.21M
Shares

$464 Million
0.04% of portfolio

About VANGUARD BD INDEX FD INC INTER

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