Arkadios Wealth Advisors Vanguard Bd Index Fd Inc Inter Transaction History

Arkadios Wealth Advisors

$1.4 Billion
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 21, 2022	BUY	$72.72 - $79.93 $18,470 - $20,302	254 Added 9.82%	2,841 $209,000
Q2 2022 Jul 14, 2022	SELL	$75.37 - $81.44 $11,757 - $12,704	-156 Reduced 5.69%	2,587 $201,000
Q1 2022 May 02, 2022	SELL	$81.03 - $87.06 $6,563 - $7,051	-81 Reduced 2.87%	2,743 $225,000
Q4 2021 Feb 03, 2022	SELL	$87.51 - $89.66 $3,675 - $3,765	-42 Reduced 1.47%	2,824 $247,000
Q3 2021 Oct 19, 2021	SELL	$89.41 - $91.32 $8,315 - $8,492	-93 Reduced 3.14%	2,866 $256,000
Q2 2021 Jul 28, 2021	SELL	$88.27 - $90.15 $50,666 - $51,746	-574 Reduced 16.25%	2,959 $266,000
Q1 2021 Apr 26, 2021	BUY	$88.61 - $92.83 $191,929 - $201,069	2,166 Added 158.45%	3,533 $313,000
Q4 2020 Feb 09, 2021	BUY	$92.55 - $93.62 $123,461 - $124,889	1,334 Added 4042.42%	1,367 $126,000
Q4 2019 Feb 14, 2020	BUY	$86.78 - $88.73 $2,863 - $2,928	33 New	33 $0

Others Institutions Holding BIV

# of Institutions

867

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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