Axiom Financial Strategies, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Axiom Financial Strategies, LLC

$189 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 02, 2022	SELL	$81.03 - $87.06 $9.49 Million - $10.2 Million	-117,062 Closed	0 $0
Q4 2021 Feb 04, 2022	BUY	$87.51 - $89.66 $518,234 - $530,966	5,922 Added 5.33%	117,062 $10.3 Million
Q3 2021 Nov 03, 2021	SELL	$89.41 - $91.32 $2.42 Million - $2.47 Million	-27,019 Reduced 19.56%	111,140 $9.94 Million
Q2 2021 Aug 13, 2021	BUY	$88.27 - $90.15 $211,936 - $216,450	2,401 Added 1.77%	138,159 $12.4 Million
Q1 2021 May 13, 2021	BUY	$88.61 - $92.83 $2.42 Million - $2.54 Million	27,364 Added 25.24%	135,758 $12 Million
Q4 2020 Jun 15, 2022	SELL	$92.55 - $93.62 $1.29 Million - $1.3 Million	-13,899 Reduced 11.37%	108,394 $10.1 Million
Q4 2020 Feb 05, 2021	BUY	$92.55 - $93.62 $1.29 Million - $1.3 Million	13,899 Added 12.82%	122,293 $11.4 Million
Q3 2020 Nov 13, 2020	SELL	$93.08 - $94.37 $102,574 - $103,995	-1,102 Reduced 1.01%	108,394 $10.1 Million
Q2 2020 Nov 23, 2020	BUY	$88.97 - $93.19 $961,676 - $1.01 Million	10,809 Added 10.95%	109,496 $10.2 Million
Q1 2020 Nov 23, 2020	BUY	$83.77 - $92.22 $8.27 Million - $9.1 Million	98,687 New	98,687 $8.82 Million

Others Institutions Holding BIV

# of Institutions

900

Shares Held

157M

Call Options Held

4K

Put Options Held

53.2K

Envestnet Asset Management Inc

16.9M
Shares

$1.28 Billion
0.44% of portfolio
Northwestern Mutual Wealth Management CO

7.75M
Shares

$586 Million
0.54% of portfolio
Wells Fargo & Company San Francisco, CA

7.73M
Shares

$585 Million
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

7.38M
Shares

$558 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

6.21M
Shares

$469 Million
0.04% of portfolio

About VANGUARD BD INDEX FD INC INTER

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