Brickley Wealth Management Vanguard Bd Index Fd Inc Short Transaction History

Brickley Wealth Management

$490 Million
Q3 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 25, 2022	SELL	$77.66 - $80.73 $32.9 Million - $34.2 Million	-423,987 Closed	0 $0
Q4 2021 Jan 25, 2022	BUY	$80.78 - $81.98 $1.33 Million - $1.35 Million	16,456 Added 4.04%	423,987 $34.3 Million
Q3 2021 Oct 26, 2021	BUY	$81.9 - $82.4 $326,535 - $328,528	3,987 Added 0.99%	407,531 $33.4 Million
Q2 2021 Jul 27, 2021	SELL	$82.08 - $82.43 $2.21 Million - $2.22 Million	-26,889 Reduced 6.25%	403,544 $33.2 Million
Q1 2021 Apr 26, 2021	BUY	$82.08 - $82.89 $395,133 - $399,032	4,814 Added 1.13%	430,433 $35.4 Million
Q4 2020 Jan 20, 2021	BUY	$82.67 - $82.96 $1.57 Million - $1.57 Million	18,981 Added 4.67%	425,619 $35.3 Million
Q3 2020 Oct 23, 2020	BUY	$82.96 - $83.3 $1.32 Million - $1.33 Million	15,939 Added 4.08%	406,638 $33.7 Million
Q2 2020 Aug 12, 2020	SELL	$81.78 - $83.12 $178,198 - $181,118	-2,179 Reduced 0.55%	390,699 $32.5 Million
Q1 2020 May 13, 2020	BUY	$78.67 - $82.51 $1.2 Million - $1.26 Million	15,212 Added 4.03%	392,878 $32.3 Million
Q4 2019 Jan 31, 2020	BUY	$80.41 - $81.14 $378,811 - $382,250	4,711 Added 1.26%	377,666 $30.4 Million
Q3 2019 Nov 13, 2019	BUY	$80.39 - $80.84 $313,922 - $315,680	3,905 Added 1.06%	372,955 $30.1 Million
Q2 2019 Aug 09, 2019	BUY	N/A	23,318 Added 6.74%	369,050 $29.7 Million
Q1 2019 Apr 19, 2019	BUY	N/A	4,737 Added 1.39%	345,732 $27.5 Million
Q4 2018 Feb 08, 2019	BUY	N/A	56,571 Added 19.89%	340,995 $26.8 Million
Q3 2018 Nov 13, 2018	SELL	N/A	-193,044 Reduced 40.43%	284,424 $22.2 Million
Q2 2018 Aug 13, 2018	BUY	N/A	116,776 Added 32.38%	477,468 $37.3 Million
Q1 2018 Apr 30, 2018	BUY	N/A	157,188 Added 77.24%	360,692 $28.3 Million
Q4 2017 Jan 22, 2018	BUY	N/A	203,504	203,504 $16.1 Million

Others Institutions Holding BSV

# of Institutions

1,256

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

Ticker BSV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Brickley Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Brickley Wealth Management with notifications on news.