Altium Wealth Management LLC Vanguard Bd Index Fd Inc Total Transaction History

Altium Wealth Management LLC

$1.39 Billion
Q2 2022

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$78.72 - $84.18 $190,108 - $203,294	-2,415 Closed	0 $0
Q4 2021 Jan 31, 2022	SELL	$84.47 - $85.89 $21,117 - $21,472	-250 Reduced 9.38%	2,415 $205,000
Q3 2021 Nov 15, 2021	SELL	$85.45 - $86.85 $133,045 - $135,225	-1,557 Reduced 36.88%	2,665 $228,000
Q2 2021 Aug 13, 2021	SELL	$84.67 - $85.92 $170,356 - $172,871	-2,012 Reduced 32.27%	4,222 $363,000
Q1 2021 May 06, 2021	BUY	$84.36 - $88.07 $525,900 - $549,028	6,234 New	6,234 $528,000
Q1 2019 Apr 26, 2019	SELL	N/A	-7,066 Closed	0 $0
Q4 2018 Jan 18, 2019	SELL	N/A	-1,755 Reduced 19.9%	7,066 $560,000
Q3 2018 Nov 13, 2018	SELL	N/A	-4,989 Reduced 36.13%	8,821 $694,000
Q2 2018 Aug 14, 2018	SELL	N/A	-3,437 Reduced 19.93%	13,810 $1.09 Million
Q1 2018 Jun 06, 2018	SELL	N/A	-5,329 Reduced 23.6%	17,247 $1.38 Million
Q4 2017 Jun 01, 2018	BUY	N/A	22,576	22,576 $1.84 Million

Others Institutions Holding BND

# of Institutions

1,566

Shares Held

949M

Call Options Held

379K

Put Options Held

101K

Northwestern Mutual Wealth Management CO

111M
Shares

$8.13 Billion
7.44% of portfolio
Morgan Stanley New York, NY

100M
Shares

$7.34 Billion
0.56% of portfolio
Creative Planning Overland Park, KS

91.7M
Shares

$6.72 Billion
6.84% of portfolio
Jpmorgan Chase & CO New York, NY

89M
Shares

$6.52 Billion
0.55% of portfolio
Vanguard Group Inc Valley Forge, PA

49.7M
Shares

$3.64 Billion
0.07% of portfolio

About VANGUARD BD INDEX FD INC TOTAL

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