Bordeaux Wealth Advisors LLC Vanguard Bd Index Fd Inc Short Transaction History

Bordeaux Wealth Advisors LLC

$551 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 29, 2024	BUY	$76.34 - $77.25 $352,385 - $356,586	4,616 New	4,616 $353,000
Q1 2023 May 04, 2023	BUY	$74.67 - $76.76 $74 - $76	1 Added 0.02%	4,553 $348,000
Q4 2022 Feb 13, 2023	SELL	$74.07 - $75.87 $5,925 - $6,069	-80 Reduced 1.73%	4,552 $342,000
Q3 2022 Nov 04, 2022	BUY	$74.52 - $77.47 $4,992 - $5,190	67 Added 1.47%	4,632 $347,000
Q2 2022 Jul 28, 2022	BUY	$75.68 - $77.74 $1,210 - $1,243	16 Added 0.35%	4,565 $351,000
Q1 2022 May 03, 2022	BUY	$77.66 - $80.73 $3,494 - $3,632	45 Added 1.0%	4,549 $354,000
Q4 2021 Jan 27, 2022	BUY	$80.78 - $81.98 $4,523 - $4,590	56 Added 1.26%	4,504 $364,000
Q3 2021 Nov 08, 2021	BUY	$81.9 - $82.4 $2,293 - $2,307	28 Added 0.63%	4,448 $364,000
Q2 2021 Jul 30, 2021	SELL	$82.08 - $82.43 $149,713 - $150,352	-1,824 Reduced 29.21%	4,420 $363,000
Q4 2020 Feb 04, 2021	BUY	$82.67 - $82.96 $516,191 - $518,002	6,244 New	6,244 $518,000

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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