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

Beam Wealth Advisors, Inc.

$326 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 26, 2023	BUY	$75.52 - $76.97 $211,153 - $215,208	2,796 New	2,796 $211,000
Q3 2022 Oct 20, 2022	BUY	$74.52 - $77.47 $4,769 - $4,958	64 Added 2.12%	3,086 $231,000
Q2 2022 Aug 01, 2022	BUY	$75.68 - $77.74 $25,428 - $26,120	336 Added 12.51%	3,022 $232,000
Q1 2022 Apr 26, 2022	SELL	$77.66 - $80.73 $1,087 - $1,130	-14 Reduced 0.52%	2,686 $209,000
Q4 2021 Jan 14, 2022	SELL	$80.78 - $81.98 $637,111 - $646,576	-7,887 Reduced 74.5%	2,700 $218,000
Q3 2021 Oct 14, 2021	SELL	$81.9 - $82.4 $334,807 - $336,851	-4,088 Reduced 27.86%	10,587 $867,000
Q2 2021 Jul 13, 2021	SELL	$82.08 - $82.43 $111,382 - $111,857	-1,357 Reduced 8.46%	14,675 $1.21 Million
Q1 2021 May 17, 2021	SELL	$82.08 - $82.89 $794,206 - $802,043	-9,676 Reduced 37.64%	16,032 $1.32 Million
Q4 2020 Jan 26, 2021	BUY	$82.67 - $82.96 $33,150 - $33,266	401 Added 1.58%	25,708 $2.13 Million
Q3 2020 Oct 07, 2020	BUY	$82.96 - $83.3 $4,894 - $4,914	59 Added 0.23%	25,307 $2.1 Million
Q2 2020 Jul 07, 2020	BUY	$81.78 - $83.12 $1.81 Million - $1.84 Million	22,097 Added 701.27%	25,248 $2.1 Million
Q1 2020 Apr 08, 2020	SELL	$78.67 - $82.51 $85,042 - $89,193	-1,081 Reduced 25.54%	3,151 $259,000
Q4 2019 Feb 14, 2020	BUY	$80.41 - $81.14 $340,295 - $343,384	4,232 New	4,232 $341,000

Others Institutions Holding BSV

# of Institutions

1,237

Shares Held

375M

Call Options Held

0

Put Options Held

96.7K

Envestnet Asset Management Inc

53.7M
Shares

$4.15 Billion
1.4% of portfolio
Mercer Global Advisors Inc Denver, CO

29.1M
Shares

$2.25 Billion
5.03% of portfolio
Morgan Stanley New York, NY

27.9M
Shares

$2.16 Billion
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

22.3M
Shares

$1.72 Billion
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

16.6M
Shares

$1.28 Billion
0.22% of portfolio

About VANGUARD BD INDEX FD INC SHORT

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