Acorn Wealth Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Acorn Wealth Advisors, LLC

$220 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 09, 2022	SELL	$72.72 - $79.93 $112,206 - $123,331	-1,543 Reduced 32.15%	3,256 $239,000
Q2 2022 Aug 08, 2022	SELL	$75.37 - $81.44 $40,850 - $44,140	-542 Reduced 10.15%	4,799 $373,000
Q1 2022 May 03, 2022	SELL	$81.03 - $87.06 $127,379 - $136,858	-1,572 Reduced 22.74%	5,341 $437,000
Q4 2021 Feb 14, 2022	SELL	$87.51 - $89.66 $41,479 - $42,498	-474 Reduced 6.42%	6,913 $606,000
Q3 2021 Nov 12, 2021	SELL	$89.41 - $91.32 $1,072 - $1,095	-12 Reduced 0.16%	7,387 $661,000
Q2 2021 Aug 16, 2021	BUY	$88.27 - $90.15 $51,373 - $52,467	582 Added 8.54%	7,399 $666,000
Q1 2021 May 14, 2021	BUY	$88.61 - $92.83 $114,041 - $119,472	1,287 Added 23.27%	6,817 $605,000
Q4 2020 Feb 16, 2021	BUY	$92.55 - $93.62 $511,801 - $517,718	5,530 New	5,530 $513,000
Q3 2018 Nov 13, 2018	SELL	N/A	-703 Closed	0 $0
Q1 2018 May 14, 2018	BUY	N/A	419 Added 147.54%	703 $57,000
Q4 2017 Feb 14, 2018	BUY	N/A	284	284 $24,000

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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