Astoria Strategic Wealth, Inc. Vanguard Bd Index Fd Inc Short Transaction History

Astoria Strategic Wealth, Inc.

$339 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 06, 2022	SELL	$77.66 - $80.73 $313,358 - $325,745	-4,035 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$80.78 - $81.98 $3,150 - $3,197	39 Added 0.98%	4,035 $326,000
Q3 2021 Nov 15, 2021	BUY	$81.9 - $82.4 $9,009 - $9,064	110 Added 2.83%	3,996 $327,000
Q2 2021 Jul 16, 2021	BUY	$82.08 - $82.43 $17,400 - $17,475	212 Added 5.77%	3,886 $319,000
Q1 2021 Apr 12, 2021	BUY	$82.08 - $82.89 $22,654 - $22,877	276 Added 8.12%	3,674 $302,000
Q4 2020 Jan 28, 2021	BUY	$82.67 - $82.96 $6,778 - $6,802	82 Added 2.47%	3,398 $282,000
Q3 2020 Oct 20, 2020	BUY	$82.96 - $83.3 $21,818 - $21,907	263 Added 8.61%	3,316 $275,000
Q2 2020 Jul 13, 2020	SELL	$81.78 - $83.12 $4,497 - $4,571	-55 Reduced 1.77%	3,053 $254,000
Q1 2020 Apr 15, 2020	SELL	$78.67 - $82.51 $56,799 - $59,572	-722 Reduced 18.85%	3,108 $255,000
Q4 2019 Jan 08, 2020	BUY	$80.41 - $81.14 $307,970 - $310,766	3,830 New	3,830 $309,000

Others Institutions Holding BSV

# of Institutions

1,237

Shares Held

375M

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

$1.28 Billion
0.22% of portfolio

About VANGUARD BD INDEX FD INC SHORT

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