Acg Wealth Vanguard Bd Index Fd Inc Short Transaction History

Acg Wealth

$437 Million
Q3 2022

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 13, 2022	BUY	$75.68 - $77.74 $105,724 - $108,602	1,397 New	1,397 $107,000
Q1 2021 May 03, 2021	SELL	$82.08 - $82.89 $198,633 - $200,593	-2,420 Closed	0 $0
Q4 2020 Feb 02, 2021	BUY	$82.67 - $82.96 $200,061 - $200,763	2,420 New	2,420 $201,000
Q2 2020 Oct 07, 2020	SELL	$81.78 - $83.12 $216,798 - $220,351	-2,651 Closed	0 $0
Q1 2020 Oct 07, 2020	SELL	$78.67 - $82.51 $71,747 - $75,249	-912 Reduced 25.6%	2,651 $218,000
Q4 2019 Feb 13, 2020	SELL	$80.41 - $81.14 $10,051 - $10,142	-125 Reduced 3.39%	3,563 $287,000
Q3 2019 Oct 30, 2019	BUY	$80.39 - $80.84 $482 - $485	6 Added 0.16%	3,688 $298,000
Q2 2019 Aug 06, 2019	BUY	N/A	884 Added 31.59%	3,682 $297,000
Q1 2019 Apr 25, 2019	BUY	N/A	2,798 New	2,798 $223,000
Q3 2017 Nov 07, 2017	SELL	N/A	-2,972 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	2,972	2,972 $237,000

Others Institutions Holding BSV

# of Institutions

1,242

Shares Held

376M

Call Options Held

0

Put Options Held

96.7K

Envestnet Asset Management Inc

53.7M
Shares

$4.14 Billion
1.4% of portfolio
Mercer Global Advisors Inc Denver, CO

29.1M
Shares

$2.25 Billion
5.03% of portfolio
Morgan Stanley New York, NY

27.9M
Shares

$2.16 Billion
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

22.3M
Shares

$1.72 Billion
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

16.6M
Shares

$1.28 Billion
0.22% of portfolio

About VANGUARD BD INDEX FD INC SHORT

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