Barry Investment Advisors, LLC Vanguard Bd Index Fd Inc Long Transaction History

Barry Investment Advisors, LLC

$322 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 27, 2022	BUY	$76.82 - $91.91 $813,139 - $972,867	10,585 New	10,585 $844,000
Q3 2019 Nov 05, 2019	SELL	$98.92 - $103.09 $16.1 Million - $16.8 Million	-163,165 Closed	0 $0
Q2 2019 Jul 26, 2019	SELL	N/A	-3,996 Reduced 2.39%	163,165 $15.8 Million
Q1 2019 Apr 26, 2019	BUY	N/A	2,944 Added 1.79%	167,161 $15.4 Million
Q4 2018 Jan 28, 2019	SELL	N/A	-1,444 Reduced 0.87%	164,217 $14.4 Million
Q3 2018 Oct 19, 2018	BUY	N/A	2,791 Added 1.71%	165,661 $14.5 Million
Q2 2018 Aug 10, 2018	SELL	N/A	-593 Reduced 0.36%	162,870 $14.4 Million
Q1 2018 May 09, 2018	BUY	N/A	242 Added 0.15%	163,463 $14.9 Million
Q4 2017 Feb 14, 2018	BUY	N/A	7,509 Added 4.82%	163,221 $15.5 Million
Q3 2017 Oct 31, 2017	BUY	N/A	155,712	155,712 $14.6 Million

Others Institutions Holding BLV

# of Institutions

384

Shares Held

42M

Call Options Held

28.5K

Put Options Held

141K

Envestnet Asset Management Inc

9.12M
Shares

$650 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

3.89M
Shares

$278 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

2.37M
Shares

$169 Million
0.08% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.28M
Shares

$163 Million
0.62% of portfolio
Lincoln National Corp

2.13M
Shares

$152 Million
5.15% of portfolio

About VANGUARD BD INDEX FD INC LONG

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