Beam Wealth Advisors, Inc. Vanguard Bd Index Fd Inc Total Transaction History

Beam Wealth Advisors, Inc.

$303 Million
Q2 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 26, 2023	SELL	$72.23 - $74.46 $722 - $744	-10 Reduced 0.11%	9,084 $660,000
Q1 2023 Apr 26, 2023	SELL	$71.33 - $74.57 $51,928 - $54,286	-728 Reduced 7.41%	9,094 $671,000
Q4 2022 Jan 20, 2023	SELL	$69.38 - $73.88 $237,279 - $252,669	-3,420 Reduced 25.83%	9,822 $0
Q3 2022 Oct 20, 2022	BUY	$70.77 - $77.08 $12,880 - $14,028	182 Added 1.39%	13,242 $945,000
Q2 2022 Aug 01, 2022	SELL	$73.3 - $79.23 $157,228 - $169,948	-2,145 Reduced 14.11%	13,060 $983,000
Q1 2022 Apr 26, 2022	SELL	$78.72 - $84.18 $49,987 - $53,454	-635 Reduced 4.01%	15,205 $1.21 Million
Q4 2021 Jan 14, 2022	SELL	$84.47 - $85.89 $15,373 - $15,631	-182 Reduced 1.14%	15,840 $1.34 Million
Q3 2021 Oct 14, 2021	BUY	$85.45 - $86.85 $18,286 - $18,585	214 Added 1.35%	16,022 $1.37 Million
Q2 2021 Jul 13, 2021	BUY	$84.67 - $85.92 $42,589 - $43,217	503 Added 3.29%	15,808 $1.36 Million
Q1 2021 May 17, 2021	BUY	$84.36 - $88.07 $98,448 - $102,777	1,167 Added 8.25%	15,305 $1.3 Million
Q4 2020 Jan 26, 2021	BUY	$87.44 - $88.49 $66,279 - $67,075	758 Added 5.67%	14,138 $1.25 Million
Q3 2020 Oct 07, 2020	BUY	$88.13 - $89.48 $179,961 - $182,718	2,042 Added 18.01%	13,380 $1.18 Million
Q2 2020 Jul 07, 2020	BUY	$85.6 - $88.34 $323,653 - $334,013	3,781 Added 50.03%	11,338 $1 Million
Q1 2020 Apr 08, 2020	SELL	$80.33 - $87.96 $282,922 - $309,795	-3,522 Reduced 31.79%	7,557 $645,000
Q4 2019 Feb 14, 2020	BUY	$83.39 - $84.94 $923,877 - $941,050	11,079 New	11,079 $929,000

Others Institutions Holding BND

# of Institutions

1,537

Shares Held

910M

Call Options Held

155K

Put Options Held

94.7K

Northwestern Mutual Wealth Management CO

106M
Shares

$7.73 Billion
7.52% of portfolio
Creative Planning Overland Park, KS

91.7M
Shares

$6.71 Billion
6.84% of portfolio
Morgan Stanley New York, NY

89.4M
Shares

$6.54 Billion
0.51% of portfolio
Jpmorgan Chase & CO New York, NY

84.3M
Shares

$6.17 Billion
0.54% of portfolio
Vanguard Group Inc Valley Forge, PA

43.4M
Shares

$3.17 Billion
0.06% of portfolio

About VANGUARD BD INDEX FD INC TOTAL

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