Ae Wealth Management LLC Vanguard Scottsdale Fds Vangua Transaction History

Ae Wealth Management LLC

$8.07 Billion
Q1 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 14, 2023	SELL	$66.84 - $69.43 $109,082 - $113,309	-1,632 Reduced 5.46%	28,268 $1.95 Million
Q4 2022 Jan 31, 2023	SELL	$66.03 - $69.38 $525,796 - $552,472	-7,963 Reduced 21.03%	29,900 $2 Million
Q3 2022 Oct 25, 2022	SELL	N/A	-5,874 Reduced 13.43%	37,863 $2.54 Million
Q2 2022 Aug 03, 2022	SELL	N/A	-24,924 Reduced 36.3%	43,737 $3.07 Million
Q1 2022 Apr 18, 2022	SELL	N/A	-11,877 Reduced 14.75%	68,661 $5.09 Million

Q4 2021 Jan 20, 2022	BUY	N/A	18,868 Added 30.6%	80,538 $6.32 Million
Q3 2021 Nov 01, 2021	BUY	N/A	47,431 Added 333.11%	61,670 $4.92 Million
Q2 2021 Jul 21, 2021	BUY	N/A	1,105 Added 8.41%	14,239 $1.14 Million
Q1 2021 Apr 27, 2021	SELL	N/A	-1,970 Reduced 13.04%	13,134 $1.05 Million
Q4 2020 Feb 01, 2021	BUY	N/A	1,522 Added 11.21%	15,104 $1.24 Million
Q3 2020 Nov 06, 2020	BUY	N/A	288 Added 2.17%	13,582 $1.11 Million
Q2 2020 Aug 05, 2020	BUY	N/A	1,501 Added 12.73%	13,294 $1.08 Million
Q1 2020 May 07, 2020	BUY	N/A	11,793 New	11,793 $937,000

Others Institutions Holding BNDW

# of Institutions

102

Shares Held

2.43M

Call Options Held

0

Put Options Held

0

About VANGUARD SCOTTSDALE FDS VANGUA

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