Campbell Wealth Management Vanguard Bd Index Fd Inc Short Transaction History

Campbell Wealth Management

$309 Million
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 09, 2024	BUY	$76.34 - $77.25 $33.7 Million - $34.1 Million	441,369 Added 3696.56%	453,309 $34.8 Million
Q4 2023 Feb 08, 2024	BUY	$74.64 - $77.03 $234,220 - $241,720	3,138 Added 35.65%	11,940 $920,000
Q3 2023 Nov 13, 2023	SELL	$74.97 - $75.93 $142,967 - $144,798	-1,907 Reduced 17.81%	8,802 $662,000
Q2 2023 Jul 31, 2023	BUY	$75.52 - $76.97 $808,743 - $824,271	10,709 New	10,709 $809,000
Q1 2023 May 08, 2023	SELL	$74.67 - $76.76 $58 Million - $59.6 Million	-776,184 Reduced 95.71%	34,802 $2.66 Million
Q4 2022 Jan 10, 2023	BUY	$74.07 - $75.87 $2.71 Million - $2.77 Million	36,575 Added 4.72%	810,986 $61.1 Million
Q3 2022 Oct 11, 2022	BUY	$74.52 - $77.47 $57.7 Million - $60 Million	774,411 New	774,411 $57.9 Million

Others Institutions Holding BSV

# of Institutions

1,215

Shares Held

363M

Call Options Held

3.2K

Put Options Held

0

Envestnet Asset Management Inc

50.3M
Shares

$3.96 Billion
1.37% of portfolio
Morgan Stanley New York, NY

27.9M
Shares

$2.2 Billion
0.17% of portfolio
Mercer Global Advisors Inc Denver, CO

25.4M
Shares

$2.01 Billion
4.94% of portfolio
Goldman Sachs Group Inc New York, NY

19.2M
Shares

$1.51 Billion
0.25% of portfolio
Jpmorgan Chase & CO New York, NY

18.3M
Shares

$1.44 Billion
0.12% of portfolio

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
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