Arkfeld Wealth Strategies, L.L.C. Vanguard Bd Index Fd Inc Short Transaction History

Arkfeld Wealth Strategies, L.L.C.

$200 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 17, 2023	SELL	$74.67 - $76.76 $154,342 - $158,662	-2,067 Reduced 39.04%	3,228 $246,000
Q4 2022 Jan 23, 2023	BUY	$74.07 - $75.87 $518 - $531	7 Added 0.13%	5,295 $0
Q3 2022 Oct 19, 2022	BUY	$74.52 - $77.47 $1,341 - $1,394	18 Added 0.34%	5,288 $393,000
Q2 2022 Jul 25, 2022	SELL	$75.68 - $77.74 $44,121 - $45,322	-583 Reduced 9.96%	5,270 $404,000
Q1 2022 May 04, 2022	BUY	$77.66 - $80.73 $1,242 - $1,291	16 Added 0.27%	5,853 $454,000
Q4 2021 Jan 19, 2022	BUY	$80.78 - $81.98 $2,261 - $2,295	28 Added 0.48%	5,837 $470,000
Q3 2021 Oct 25, 2021	BUY	$81.9 - $82.4 $1,064 - $1,071	13 Added 0.22%	5,809 $475,000
Q2 2021 Jul 19, 2021	BUY	$82.08 - $82.43 $1,313 - $1,318	16 Added 0.28%	5,796 $476,000
Q1 2021 Apr 19, 2021	BUY	$82.08 - $82.89 $1,395 - $1,409	17 Added 0.29%	5,780 $475,000
Q4 2020 Jan 20, 2021	BUY	$82.67 - $82.96 $2,066 - $2,074	25 Added 0.44%	5,763 $477,000
Q3 2020 Oct 13, 2020	BUY	$82.96 - $83.3 $1,825 - $1,832	22 Added 0.38%	5,738 $476,000
Q2 2020 Aug 03, 2020	SELL	$81.78 - $83.12 $244,440 - $248,445	-2,989 Reduced 34.34%	5,716 $475,000
Q1 2020 May 04, 2020	SELL	$78.67 - $82.51 $403,183 - $422,863	-5,125 Reduced 37.06%	8,705 $715,000
Q4 2019 Jan 22, 2020	BUY	$80.41 - $81.14 $1.11 Million - $1.12 Million	13,830 New	13,830 $1.12 Million

Others Institutions Holding BSV

# of Institutions

1,242

Shares Held

376M

Call Options Held

0

Put Options Held

96.7K

Envestnet Asset Management Inc

53.7M
Shares

$4.15 Billion
1.4% of portfolio
Mercer Global Advisors Inc Denver, CO

29.1M
Shares

$2.25 Billion
5.03% of portfolio
Morgan Stanley New York, NY

27.9M
Shares

$2.16 Billion
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

22.3M
Shares

$1.72 Billion
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

16.6M
Shares

$1.29 Billion
0.22% of portfolio

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Arkfeld Wealth Strategies, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Arkfeld Wealth Strategies, L.L.C. with notifications on news.