Certified Advisory Corp Vanguard Bd Index Fd Inc Short Transaction History

Certified Advisory Corp

$882 Million
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	SELL	$74.07 - $75.87 $3,999 - $4,096	-54 Reduced 1.96%	2,700 $203,000
Q3 2022 Nov 14, 2022	BUY	$74.52 - $77.47 $205,228 - $213,352	2,754 New	2,754 $206,000
Q2 2022 Aug 15, 2022	SELL	$75.68 - $77.74 $334,051 - $343,144	-4,414 Closed	0 $0
Q1 2022 May 13, 2022	SELL	$77.66 - $80.73 $1.21 Million - $1.25 Million	-15,527 Reduced 77.86%	4,414 $344,000
Q4 2021 Feb 14, 2022	SELL	$80.78 - $81.98 $722,496 - $733,229	-8,944 Reduced 30.96%	19,941 $1.61 Million
Q3 2021 Nov 15, 2021	BUY	$81.9 - $82.4 $337,755 - $339,817	4,124 Added 16.66%	28,885 $2.37 Million
Q2 2021 Aug 16, 2021	BUY	$82.08 - $82.43 $94,145 - $94,547	1,147 Added 4.86%	24,761 $2.03 Million
Q1 2021 May 10, 2021	BUY	$82.08 - $82.89 $33,652 - $33,984	410 Added 1.77%	23,614 $1.94 Million
Q2 2020 Jul 27, 2020	BUY	$81.78 - $83.12 $1.11 Million - $1.13 Million	13,600 Added 141.61%	23,204 $1.93 Million
Q1 2020 Apr 27, 2020	BUY	$78.67 - $82.51 $338,517 - $355,040	4,303 Added 81.17%	9,604 $789,000
Q4 2019 Jan 29, 2020	BUY	$80.41 - $81.14 $258,116 - $260,459	3,210 Added 153.52%	5,301 $427,000
Q3 2019 Nov 12, 2019	BUY	$80.39 - $80.84 $104,989 - $105,577	1,306 Added 166.37%	2,091 $169,000
Q2 2019 Aug 07, 2019	SELL	N/A	-125 Reduced 13.74%	785 $63,000
Q4 2018 Feb 04, 2019	BUY	N/A	144 Added 18.8%	910 $71,000
Q1 2018 Apr 30, 2018	BUY	N/A	368 Added 92.46%	766 $60,000
Q4 2017 Feb 22, 2018	BUY	N/A	398	398 $31,000

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

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