Aries Wealth Management Vanguard Bd Index Fd Inc Inter Transaction History

Aries Wealth Management

$359 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 25, 2022	SELL	$81.03 - $87.06 $1.28 Million - $1.38 Million	-15,799 Closed	0 $0
Q4 2021 Jun 06, 2022	SELL	$87.51 - $89.66 $8.3 Million - $8.5 Million	-94,794 Reduced 85.71%	15,799 $1.38 Million
Q4 2021 Jan 18, 2022	BUY	$87.51 - $89.66 $8.32 Million - $8.52 Million	95,074 Added 612.63%	110,593 $9.69 Million
Q3 2021 Oct 13, 2021	BUY	$89.41 - $91.32 $116,948 - $119,446	1,308 Added 9.2%	15,519 $1.39 Million
Q2 2021 Jul 14, 2021	BUY	$88.27 - $90.15 $185,896 - $189,855	2,106 Added 17.4%	14,211 $1.28 Million
Q1 2021 Apr 20, 2021	BUY	$88.61 - $92.83 $521,115 - $545,933	5,881 Added 94.49%	12,105 $1.08 Million
Q4 2020 Jan 22, 2021	BUY	$92.55 - $93.62 $166,312 - $168,235	1,797 Added 40.59%	6,224 $572,000
Q3 2020 Oct 14, 2020	BUY	$93.08 - $94.37 $24,666 - $25,008	265 Added 6.37%	4,427 $414,000
Q2 2020 Jul 09, 2020	BUY	$88.97 - $93.19 $370,293 - $387,856	4,162 New	4,162 $388,000

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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