Forvis Wealth Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History

Forvis Wealth Advisors, LLC

$4.26 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 11, 2024	SELL	$74.64 - $77.03 $26,422 - $27,268	-354 Reduced 10.65%	2,969 $228,000
Q3 2023 Oct 25, 2023	BUY	$74.97 - $75.93 $29,388 - $29,764	392 Added 13.37%	3,323 $249,000
Q2 2023 Aug 08, 2023	SELL	$75.52 - $76.97 $2,869 - $2,924	-38 Reduced 1.28%	2,931 $221,000
Q4 2022 Feb 02, 2023	SELL	$74.07 - $75.87 $5,555 - $5,690	-75 Reduced 2.46%	2,969 $223,000
Q3 2022 Oct 13, 2022	SELL	$74.52 - $77.47 $1,490 - $1,549	-20 Reduced 0.65%	3,044 $228,000
Q2 2022 Jul 22, 2022	BUY	$75.68 - $77.74 $231,883 - $238,195	3,064 New	3,064 $235,000
Q2 2020 Jul 15, 2020	SELL	$81.78 - $83.12 $201,914 - $205,223	-2,469 Closed	0 $0
Q1 2020 Apr 10, 2020	SELL	$78.67 - $82.51 $5,349 - $5,610	-68 Reduced 2.68%	2,469 $203,000
Q4 2019 Jan 13, 2020	BUY	$80.41 - $81.14 $204,000 - $205,852	2,537 New	2,537 $205,000

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

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
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