Archetype Wealth Partners Vanguard Bd Index Fd Inc Inter Transaction History

Archetype Wealth Partners

$618 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 12, 2022	SELL	$81.03 - $87.06 $188,394 - $202,414	-2,325 Closed	0 $0
Q2 2020 Aug 13, 2020	BUY	$88.97 - $93.19 $206,855 - $216,666	2,325 New	2,325 $217,000

Others Institutions Holding BIV

# of Institutions

868

Shares Held

149M

Call Options Held

5.9K

Put Options Held

13.2K

Envestnet Asset Management Inc

16.5M
Shares

$1.29 Billion
0.44% of portfolio
Goldman Sachs Group Inc New York, NY

8.65M
Shares

$677 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

7.71M
Shares

$603 Million
0.14% of portfolio
Northwestern Mutual Wealth Management CO

7.04M
Shares

$551 Million
0.52% of portfolio
Bank Of America Corp Charlotte, NC

6.29M
Shares

$492 Million
0.04% of portfolio

About VANGUARD BD INDEX FD INC INTER

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