Arkadios Wealth Advisors Vanguard Bd Index Fd Inc Long Transaction History

Arkadios Wealth Advisors

$1.64 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 30, 2024	SELL	$70.55 - $74.4 $8,183 - $8,630	-116 Reduced 3.33%	3,371 $243,000
Q4 2023 Jan 24, 2024	SELL	$63.1 - $75.48 $12,178 - $14,567	-193 Reduced 5.24%	3,487 $260,000
Q3 2023 Oct 13, 2023	BUY	$66.98 - $75.19 $246,486 - $276,699	3,680 New	3,680 $246,000
Q4 2021 Feb 03, 2022	SELL	$100.51 - $106.41 $151,569 - $160,466	-1,508 Closed	0 $0
Q3 2021 Oct 19, 2021	SELL	$102.33 - $106.66 $9,619 - $10,026	-94 Reduced 5.87%	1,508 $154,000
Q2 2021 Jul 28, 2021	BUY	$97.54 - $103.68 $3,413 - $3,628	35 Added 2.23%	1,602 $165,000
Q1 2021 Apr 26, 2021	BUY	$96.21 - $109.25 $55,705 - $63,255	579 Added 58.6%	1,567 $153,000
Q4 2020 Feb 09, 2021	BUY	$108.9 - $113.64 $107,593 - $112,276	988 New	988 $108,000

Others Institutions Holding BLV

# of Institutions

386

Shares Held

42.4M

Call Options Held

27.4K

Put Options Held

158K

Envestnet Asset Management Inc

9.2M
Shares

$632 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

3.36M
Shares

$231 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

2.53M
Shares

$174 Million
0.09% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.31M
Shares

$159 Million
0.62% of portfolio
Lincoln National Corp

2.13M
Shares

$146 Million
5.15% of portfolio

About VANGUARD BD INDEX FD INC LONG

Ticker BLV
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