Accel Wealth Management Vanguard Bd Index Fd Inc Inter Transaction History

Accel Wealth Management

$263 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 20, 2023	SELL	$73.57 - $77.31 $41,272 - $43,370	-561 Reduced 78.68%	152 $11,000
Q4 2022 Jan 26, 2023	BUY	$71.64 - $76.32 $6,304 - $6,716	88 Added 14.08%	713 $0
Q2 2022 Aug 03, 2022	BUY	$75.37 - $81.44 $35,876 - $38,765	476 Added 319.46%	625 $49,000
Q1 2022 Apr 29, 2022	BUY	$81.03 - $87.06 $81 - $87	1 Added 0.68%	149 $12,000
Q4 2021 Jan 18, 2022	BUY	$87.51 - $89.66 $9,451 - $9,683	108 Added 270.0%	148 $13,000
Q3 2021 Nov 04, 2021	SELL	$89.41 - $91.32 $12,964 - $13,241	-145 Reduced 78.38%	40 $4,000
Q2 2021 Aug 03, 2021	SELL	$88.27 - $90.15 $7,591 - $7,752	-86 Reduced 31.73%	185 $17,000
Q1 2021 May 10, 2021	BUY	$88.61 - $92.83 $3,987 - $4,177	45 Added 19.91%	271 $24,000
Q4 2020 Jan 27, 2021	BUY	$92.55 - $93.62 $20,916 - $21,158	226 New	226 $21,000

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

$578 Million
0.54% of portfolio
Wells Fargo & Company San Francisco, CA

7.73M
Shares

$576 Million
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

7.38M
Shares

$550 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

6.21M
Shares

$463 Million
0.04% of portfolio

About VANGUARD BD INDEX FD INC INTER

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