C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Vanguard Bd Index Fd Inc Long Transaction History

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

$1.07 Trillion
Q2 2025

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$66.9 - $71.57 $30,573 - $32,707	457 Added 0.68%	67,681 $4.78 Billion
Q4 2024 Jan 31, 2025	BUY	$68.25 - $75.42 $4.59 Million - $5.07 Million	67,224 New	67,224 $4.6 Billion
Q3 2024 Oct 08, 2024	BUY	$69.16 - $76.64 $1.19 Million - $1.31 Million	17,149 Added 37.15%	63,305 $4.76 Billion
Q2 2024 Aug 02, 2024	BUY	$67.85 - $72.06 $698,108 - $741,425	10,289 Added 28.69%	46,156 $3.24 Billion
Q1 2024 May 03, 2024	SELL	$70.55 - $74.4 $1.57 Million - $1.66 Million	-22,306 Reduced 38.34%	35,867 $2.59 Billion
Q4 2023 Feb 12, 2024	BUY	$63.1 - $75.48 $657,060 - $785,973	10,413 Added 21.8%	58,173 $4.34 Billion
Q3 2023 Nov 02, 2023	BUY	$66.98 - $75.19 $572,478 - $642,648	8,547 Added 21.8%	47,760 $3.2 Billion
Q2 2023 Jul 21, 2023	BUY	$72.8 - $77.78 $143,707 - $153,537	1,974 Added 5.3%	39,213 $2.94 Billion
Q1 2023 May 05, 2023	BUY	$72.23 - $78.61 $1.28 Million - $1.39 Million	17,655 Added 90.15%	37,239 $2.85 Billion
Q4 2022 Feb 14, 2023	BUY	$66.85 - $78.06 $1.31 Million - $1.53 Million	19,584 New	19,584 $1.42 Billion

Others Institutions Holding BLV

# of Institutions

399

Shares Held

46.7M

Call Options Held

41.1K

Put Options Held

11.1K

Envestnet Asset Management Inc

10.1M
Shares

$717 Million
0.21% of portfolio
Lpl Financial LLC Fort Mill, SC

3.68M
Shares

$262 Million
0.09% of portfolio
Lincoln National Corp

2.4M
Shares

$171 Million
5.09% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.26M
Shares

$161 Million
0.64% of portfolio
Wells Fargo & Company San Francisco, CA

2.01M
Shares

$143 Million
0.03% of portfolio

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About VANGUARD BD INDEX FD INC LONG

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