Boston Family Office LLC Vanguard Bd Index Fd Inc Long Transaction History

Boston Family Office LLC

$1.48 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$66.98 - $75.19 $36,905 - $41,429	551 Added 10.65%	5,727 $384,000
Q2 2023 Aug 14, 2023	SELL	$72.8 - $77.78 $31,886 - $34,067	-438 Reduced 7.8%	5,176 $388,000
Q1 2023 May 10, 2023	SELL	$72.23 - $78.61 $93,754 - $102,035	-1,298 Reduced 18.78%	5,614 $430,000
Q4 2022 Feb 07, 2023	BUY	$66.85 - $78.06 $19,921 - $23,261	298 Added 4.51%	6,912 $501,000
Q3 2022 Nov 08, 2022	BUY	$70.98 - $83.52 $144,657 - $170,213	2,038 Added 44.54%	6,614 $476,000
Q2 2022 Aug 11, 2022	SELL	$76.82 - $91.91 $22,431 - $26,837	-292 Reduced 6.0%	4,576 $365,000
Q1 2022 May 11, 2022	BUY	$89.51 - $101.14 $52,810 - $59,672	590 Added 13.79%	4,868 $446,000
Q4 2021 Feb 14, 2022	BUY	$100.51 - $106.41 $23,921 - $25,325	238 Added 5.89%	4,278 $440,000
Q2 2021 Aug 12, 2021	BUY	$97.54 - $103.68 $23,897 - $25,401	245 Added 6.46%	4,040 $416,000
Q1 2021 May 07, 2021	BUY	$96.21 - $109.25 $365,116 - $414,603	3,795 New	3,795 $354,000

Others Institutions Holding BLV

# of Institutions

384

Shares Held

42.8M

Call Options Held

27.4K

Put Options Held

158K

Envestnet Asset Management Inc

9.2M
Shares

$647 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

3.36M
Shares

$236 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

2.53M
Shares

$178 Million
0.09% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.31M
Shares

$163 Million
0.62% of portfolio
Lincoln National Corp

2.13M
Shares

$150 Million
5.15% of portfolio

About VANGUARD BD INDEX FD INC LONG

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