Acg Wealth Vanguard Bd Index Fd Inc Inter Transaction History

Acg Wealth

$437 Million
Q3 2022

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 13, 2022	BUY	$75.37 - $81.44 $24,043 - $25,979	319 New	319 $25,000
Q1 2021 May 03, 2021	SELL	$88.61 - $92.83 $218,600 - $229,011	-2,467 Closed	0 $0
Q4 2020 Feb 02, 2021	BUY	$92.55 - $93.62 $228,320 - $230,960	2,467 New	2,467 $229,000
Q3 2020 Nov 12, 2020	SELL	$93.08 - $94.37 $246,662 - $250,080	-2,650 Closed	0 $0
Q2 2020 Oct 07, 2020	SELL	$88.97 - $93.19 $58,809 - $61,598	-661 Reduced 19.96%	2,650 $247,000
Q1 2020 Oct 07, 2020	BUY	$83.77 - $92.22 $167 - $184	2 Added 0.06%	3,311 $296,000
Q4 2019 Feb 13, 2020	SELL	$86.78 - $88.73 $867 - $887	-10 Reduced 0.3%	3,309 $289,000
Q3 2019 Oct 30, 2019	BUY	$86.72 - $88.11 $260 - $264	3 Added 0.09%	3,319 $292,000
Q2 2019 Aug 06, 2019	BUY	N/A	570 Added 20.76%	3,316 $287,000
Q1 2019 Apr 25, 2019	BUY	N/A	209 Added 8.24%	2,746 $231,000
Q4 2018 Jan 14, 2019	BUY	N/A	2,537 New	2,537 $206,000
Q3 2017 Nov 07, 2017	SELL	N/A	-3,914 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	3,914	3,914 $331,000

Others Institutions Holding BIV

# of Institutions

897

Shares Held

157M

Call Options Held

4K

Put Options Held

53.2K

Envestnet Asset Management Inc

16.9M
Shares

$1.27 Billion
0.44% of portfolio
Northwestern Mutual Wealth Management CO

7.75M
Shares

$583 Million
0.54% of portfolio
Wells Fargo & Company San Francisco, CA

7.73M
Shares

$581 Million
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

7.38M
Shares

$555 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

6.21M
Shares

$467 Million
0.04% of portfolio

About VANGUARD BD INDEX FD INC INTER

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