Beacon Pointe Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Beacon Pointe Advisors, LLC

$8.55 Billion
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 12, 2024	BUY	$73.13 - $75.43 $146 - $150	2 Added 0.07%	2,897 $216,000
Q1 2024 May 14, 2024	SELL	$74.51 - $76.61 $187,914 - $193,210	-2,522 Reduced 46.56%	2,895 $218,000
Q4 2023 Feb 08, 2024	SELL	$70.49 - $76.74 $270,399 - $294,374	-3,836 Reduced 41.46%	5,417 $413,000
Q3 2023 Nov 14, 2023	BUY	$72.11 - $75.67 $147,032 - $154,291	2,039 Added 28.26%	9,253 $669,000
Q2 2023 Aug 11, 2023	SELL	$74.96 - $77.47 $405,758 - $419,345	-5,413 Reduced 42.87%	7,214 $542,000
Q1 2023 May 12, 2023	BUY	$73.57 - $77.31 $648,813 - $681,796	8,819 Added 231.59%	12,627 $968,000
Q4 2022 Feb 14, 2023	BUY	$71.64 - $76.32 $272,805 - $290,626	3,808 New	3,808 $283,000
Q2 2022 Aug 11, 2022	SELL	$75.37 - $81.44 $993,527 - $1.07 Million	-13,182 Reduced 76.71%	4,003 $310,000
Q1 2022 May 17, 2022	BUY	$81.03 - $87.06 $1.12 Million - $1.2 Million	13,793 Added 406.63%	17,185 $1.41 Million
Q4 2021 Feb 14, 2022	SELL	$87.51 - $89.66 $1.11 Million - $1.14 Million	-12,694 Reduced 78.91%	3,392 $297,000
Q3 2021 Nov 15, 2021	BUY	$89.41 - $91.32 $1.08 Million - $1.1 Million	12,081 Added 301.65%	16,086 $1.44 Million
Q2 2021 Aug 17, 2021	BUY	$88.27 - $90.15 $1,853 - $1,893	21 Added 0.53%	4,005 $360,000
Q1 2021 May 18, 2021	SELL	$88.61 - $92.83 $9,658 - $10,118	-109 Reduced 2.66%	3,984 $354,000
Q4 2020 Feb 12, 2021	BUY	$92.55 - $93.62 $84,035 - $85,006	908 Added 28.51%	4,093 $379,000
Q3 2020 Nov 16, 2020	BUY	$93.08 - $94.37 $5,212 - $5,284	56 Added 1.79%	3,185 $298,000
Q2 2020 Aug 14, 2020	BUY	$88.97 - $93.19 $278,387 - $291,591	3,129 New	3,129 $292,000

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

$589 Million
0.54% of portfolio
Wells Fargo & Company San Francisco, CA

7.73M
Shares

$587 Million
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

7.38M
Shares

$560 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

6.21M
Shares

$472 Million
0.04% of portfolio

About VANGUARD BD INDEX FD INC INTER

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