Atticus Wealth Management, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Atticus Wealth Management, LLC

$267 Million
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 20, 2023	SELL	$74.96 - $77.47 $18,740 - $19,367	-250 Reduced 22.03%	885 $66,000
Q1 2023 Apr 17, 2023	BUY	$73.57 - $77.31 $2,869 - $3,015	39 Added 3.56%	1,135 $87,000
Q4 2022 Jan 31, 2023	SELL	$71.64 - $76.32 $247,372 - $263,532	-3,453 Reduced 75.91%	1,096 $81,000
Q2 2022 Jul 13, 2022	SELL	$75.37 - $81.44 $88,484 - $95,610	-1,174 Reduced 20.51%	4,549 $353,000
Q1 2022 Apr 15, 2022	BUY	$81.03 - $87.06 $40,352 - $43,355	498 Added 9.53%	5,723 $469,000
Q4 2021 Jan 26, 2022	BUY	$87.51 - $89.66 $68,082 - $69,755	778 Added 17.49%	5,225 $458,000
Q3 2021 Oct 18, 2021	BUY	$89.41 - $91.32 $266,799 - $272,498	2,984 Added 203.96%	4,447 $398,000
Q2 2021 Jul 21, 2021	BUY	$88.27 - $90.15 $79,443 - $81,135	900 Added 159.86%	1,463 $132,000
Q1 2021 Apr 15, 2021	BUY	$88.61 - $92.83 $2,481 - $2,599	28 Added 5.23%	563 $50,000
Q4 2020 Jan 20, 2021	BUY	$92.55 - $93.62 $49,514 - $50,086	535 New	535 $50,000

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

$1.3 Billion
0.44% of portfolio
Goldman Sachs Group Inc New York, NY

8.65M
Shares

$680 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

7.71M
Shares

$606 Million
0.14% of portfolio
Northwestern Mutual Wealth Management CO

7.04M
Shares

$553 Million
0.52% of portfolio
Bank Of America Corp Charlotte, NC

6.29M
Shares

$494 Million
0.04% of portfolio

About VANGUARD BD INDEX FD INC INTER

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